June 03, 2020

Pivoting Niches While Remaining Mission-Driven

Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018. She e …

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February 22, 2017

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.

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February 08, 2017

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of  XYPN members. Virtual paraplanning is probably the m …

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February 01, 2017

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

When you join the free XYPN Radio VIP Community, you'll have an opportunity to interact with experts like today's guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode …

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January 25, 2017

Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Today we're talking about a few topics that don't often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial …

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January 18, 2017

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …

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January 11, 2017

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …

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January 05, 2017

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …

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December 28, 2016

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …

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December 21, 2016

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Cady North, like most of our guests on the #XYPNRadio podcast,  didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee- …

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