XYPN Radio / Working Mom

Episode No. 367 | August 09, 2023

How Resilience and Community Paved a Path to Success

With Leland Gross

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We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life …

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Episode No. 366 | July 26, 2023

When Taking Custody & Engaging Virtual Assistance is Right For Your RIA

With Kate Yearwood Young

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If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, fou …

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March 27, 2019

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in …

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November 14, 2018

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Morgen Rochard started out trading but eventually ended up owning her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience …

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