XYPN Radio / Launching a firm

Episode No. 376 | December 13, 2023

Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

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In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …

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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

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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 …

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Episode No. 341 | August 10, 2022

Embracing Career Change & Finding Success Serving the Tattoo Artist Niche

A Conversation with Colton Etherton

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We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …

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Episode No. 340 | July 27, 2022

Successfully Scaling an Advice-Only Firm Serving the Dentist Niche

A Conversation with Sharon Weaver, CFP®

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We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …

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Episode No. 339 | July 13, 2022

Building a Profitable Fee-Only Firm & Working Part-Time

A Conversation with Chad Holmes

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We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …

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Episode No. 331 | March 23, 2022

The Confidence to Launch and Define Your Niche

A Conversation with Elaine King and Scott Alan Turner

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Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …

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Episode No. 327 | January 26, 2022

Building Confidence to Launch and Grow Your Ideal Firm

A Conversation with Heather Townsend

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Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …

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September 08, 2021

Coaching Clients Through Liquidity Events

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares …

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