Episode No. 375 | November 29, 2023
Building Eden: Exploring The Heart Of Year One In A New RIA
Exploring The Heart Of Year One In A New RIA
Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …
Episode No. 371 | October 04, 2023
How Life’s Detours Can Support Your Dream Job
A Conversation with Natalie Taylor
Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …
Episode No. 370 | September 20, 2023
Mastering the RIA Transition from CIO to Successful Founder
With Terri Spath, CFA®, CFP®
Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth sh …
Episode No. 368 | August 23, 2023
Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
With Erik Kroll
Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the …
Episode No. 365 | July 13, 2023
How to Mine the Market to Find & Maximize Your Niche
With Marlon Wesh
If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlo …
Episode No. 364 | June 28, 2023
Becoming a Student of Your Own Art
With Terry Bradford-Crane
If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just …
Episode No. 363 | June 14, 2023
Finding Your Fit and Equity Compensation as a Powerful Niche
A Conversation with Christine Amill Centeno
If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …
Episode No. 361 | May 17, 2023
Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
With Brian O’Neill
In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …