XYPN Radio / Work Life Balance

Episode No. 364 | June 28, 2023

Becoming a Student of Your Own Art

With Terry Bradford-Crane

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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 …

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Episode No. 353 | January 25, 2023

Having the Freedom to Make Work Work For You

A Conversation with Sarah Ponder

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Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!

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October 21, 2020

Motherhood and Firm Ownership

Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s b …

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October 14, 2020

Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, …

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October 07, 2020

A Four-Year Check-In with Cady North

Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of …

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October 17, 2018

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last time we spoke with her she had promised her family to not work as much by taking on only 5 new clients per year. In this episode we catch up with her to see how this …

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February 28, 2018

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their inspiring journey through building a business, career changes, children and more. The pai …

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