Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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I think you could probably go back and track the stages of grief, probably that is what I went through. But I think if you do it right, you end up at acceptance. And that's where I ended up. And that's not to say that I've fully accepted the idea that the golden toad is extinct. Personally, I do still hold out hope that it could still be out there in those forests." - Trevor Ritland This conversation is with Trevor Ritland, who—along with his twin brother Kyle—authored The Golden Toad . The book chronicles their remarkable journey into Costa Rica’s cloud forest, once home to hundreds of brilliant golden toads that would emerge for just a few weeks each year—until, one day, they vanished without a trace. What began as a search for a lost species soon became something much more profound: a confrontation with ecological grief, a meditation on hope, and a powerful call to protect the natural world while we still can. Links: SpeciesUnite.com Kyle and Trevor: https://kyleandtrevor.com/ Instagram: https://www.instagram.com/adventureterm/ Goodreads - https://www.goodreads.com/book/show/222249677-the-golden-toad Amazon - https://www.amazon.com/Golden-Toad-Ecological-Mystery-Species/dp/163576996…
Ep #375: Building Eden: 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, 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!
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ShareManage episode 386500968 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Many of our recent guests have discussed how things are 2,3, 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!
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Behind The Advisor
1 Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm 36:10
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Play Later Play Later Lists Like LikedRyan Johnson launched Hundred Financial Planning with no clients, limited experience, and a tough regulatory environment. In this episode, he shares how XYPN’s Sapphire model helped him move fast, stay lean, and build a firm that truly fits his life and his clients'.
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1 Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm 36:45
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Play Later Play Later Lists Like LikedLeaving entrepreneurship doesn’t mean leaving the industry for good. In this episode, Nannette Kamien, founder of Inspiration Financial Planning, shares her journey of launching, pausing, and eventually relaunching her firm nearly a decade after first joining XYPN. She opens up about the challenges that led her to close her practice, the growth she experienced while working for others, and how that clarity helped her return with renewed purpose. Now focused on supporting women over 40 through life transitions, Nannette’s story is a powerful reminder that career paths aren’t always linear—and that sometimes stepping back is the first step forward.…
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1 Ep #407: A Decade of Building XYPN from the Inside Out 49:49
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Play Later Play Later Lists Like LikedIn this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.…
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1 Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo 34:43
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Play Later Play Later Lists Like LikedGoing independent doesn’t mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.…
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1 Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation 38:00
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Play Later Play Later Lists Like LikedOn this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. During our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and delighting clients, and days 60+ dedicated to "shocking and awing" clients. She shares practical examples from her own practice, including providing termination scripts for previous advisors, sending personalized thank-you notes, and conducting formal onboarding meetings. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/405…
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1 Ep #404: Building a Purpose-Driven Practice in Three Months 49:28
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Play Later Play Later Lists Like LikedXYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals. In this episode, Rob dives into his process for guiding advisors to define both their business and life purposes. He shares strategies for overcoming burnout, the risks of operating without a clear purpose, and how to identify and break bad habits. Rob also discusses time audits and why hiring isn’t always the solution advisors think it is. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/404…
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1 Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer 51:09
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Play Later Play Later Lists Like LikedOn this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/403…
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1 Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad 48:18
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/402
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1 Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward 54:19
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Play Later Play Later Lists Like LikedXYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative topics: mindfulness, freedom, and how to change our civilization—yes, we’re going big and bold today. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/401…
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1 Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE 1:07:28
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Play Later Play Later Lists Like LikedWhat’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400…
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1 Ep #399: Redefining Success In Your Financial Planning Firm 52:00
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399…
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1 Ep #398: Supporting Childfree Clients with Financial Planning and Beyond 55:52
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398…
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1 Ep #397: Empowering Internationally Born Clients Through Financial Planning 55:50
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Play Later Play Later Lists Like LikedIn this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397…
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1 Ep #396: Leading a Growing Advisory Firm with Nathan Donohue 50:53
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396…
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1 Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 1:01:36
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Play Later Play Later Lists Like LikedWe dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on compensation and hiring timelines, as well as practical tips for vetting applicants through interviews and work samples. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/395…
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1 Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 56:51
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Play Later Play Later Lists Like LikedIn this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges they’ve overcome along the way. FPFoCo now serves over 120 clients, and Jason credits their success to the specialized expertise of his team and their commitment to continually improving processes and systems. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/394…
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1 Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves over 50 clients, focusing primarily on young to mid-career veterinarians. Discover how niching down has allowed Ashley to align his passion with purpose while building a lifestyle practice. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/393…
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Behind The Advisor
1 Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020. Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to scaling his firm with 1099 advisors. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/392…
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1 Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28
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Play Later Play Later Lists Like LikedIn today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up. We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391…
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1 Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48
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Play Later Play Later Lists Like LikedIn today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth. We delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses. John discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/390…
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1 Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11
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Play Later Play Later Lists Like LikedWe are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. As a proud solopreneur, Linden has masterfully built systems and processes that allow her to scale and take well-deserved vacations. She gives us an inside look at how she leverages tools like Asana and introduces her innovative 15-hour intro planning package for new clients. Transparency is key as Linden openly shares her revenue and client numbers and offers invaluable advice for new advisors considering a shift into this space. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/389…
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1 Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow their firm. They discuss the considerations required when moving from a large financial advisory firm to an independent RIA , navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how they manage disagreements and how their friendship and shared passion for their work strengthen their professional relationship. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383…
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1 Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04
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Play Later Play Later Lists Like LikedIn this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Rebecca shares how she has evolved SeedSafe from a lifestyle practice into a firm that now serves over 90 ongoing clients with a team of five. She provides insights into her management philosophy, including how she inspires and empowers her team while also maintaining a manageable work-life balance. We also dive into her strategies for sustaining a 25-30 hour work week, and giving her team the same flexibility. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/387…
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1 Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19
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Play Later Play Later Lists Like LikedOn today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Reese shares how his frustrations with the lack of realistic, standardized measurements for a client's financial health led him to define what he calls the client's 11 vital signs—an essential aspect that eventually led to the development of Elements. These vital signs don't just transform the delivery of financial planning services by advisors, but they also redefine the client's experience and the overall value of financial planning. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/386…
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1 Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19
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Play Later Play Later Lists Like LikedIn this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the early days, including how they met, the initial emails about opportunities for financial planners, and the growth and strategic decisions that shaped the company, including their first hire—me. Their complementary strengths and a commitment to innovation have been key to XYPN's success. We also discuss the future, including the launch of XYPN Sapphire, a corporate RIA designed to support a broader range of advisors. Join us as we celebrate XYPN's journey from industry disruptor to leader, and explore what's next for fee-for-service advisors building their dream firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/385…
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1 Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24
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Play Later Play Later Lists Like LikedI'm honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, back on XYPN Radio. It's been nearly three years since she last joined, and this time, we discuss the technological enhancements she's made, including her use of Holistiplan, Kwanti, and other essential tools. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm. We also dive into Cathy’s AUM fee model, where she emphasizes the importance of simplifying your fee structure for long-term success. She shares insights on setting time boundaries with clients to enhance service and build lasting relationships. By the end of this episode, Cathy’s confidence will leave you feeling more equipped to sell your own value. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/384…
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1 Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46
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Play Later Play Later Lists Like LikedToday we welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike shares insights into his journey from launching his firm part-time while still working in software development, to eventually transitioning to a full-time role serving over 30 tech industry clients. Mike and I cover marketing strategies, successfully transitioning from project-based to ongoing planning, and how he defines value for his clients. This episode provides valuable wisdom for advisors who change careers and the opportunities that can be leveraged by leaning into their previous expertise and personality strengths. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383…
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1 Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59
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Play Later Play Later Lists Like LikedIn this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit. Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a sustainable pace. This episode is packed with valuable insights, making it a must-listen for financial professionals looking to learn from Jennifer's experience and expertise. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/382…
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1 Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08
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Play Later Play Later Lists Like LikedThis special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financial advisor's priorities sparked his transition into financial planning. After earning his MBA, he gained experience at various large RIAs before deciding to start his own firm. Despite initial challenges, Patrick embraced YouTube to reach his ideal clientele, pivoting from targeting dual-income households to focusing on pre-retirees. Join us as Patrick shares insights into his entrepreneurial journey and the role of YouTube in building his successful fee-only practice. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/381…
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1 Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46
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Play Later Play Later Lists Like LikedExplore Tara Tussing Unverzagt's innovative approach to financial planning. Tara's path to success involves leveraging her expertise as a certified financial therapist and prioritizing accessibility in her services. In this conversation, Tara shares how she has evolved her firm's offerings over the years to make financial planning accessible to diverse client populations. From hourly consultations to community-building initiatives, Tara's firm ensures fairness and affordability through a sliding scale fee structure based on income and assets. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/380…
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1 Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01
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Play Later Play Later Lists Like LikedEmbracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Peace Corps, tech in San Francisco, venture capital, and investment banking. Her decision to transition before starting the firm, driven by authenticity moving forward, resonated with her clients. On this episode, Lindsey shares her unique sales process, targeting successful LGBTQ professionals with a focus on clients with a net worth of one to five million. The conversation delves into her marketing strategies, emphasizing the significant return on investment from Google Ads and overall SEO efforts. Lindsey's experience offers a nuanced perspective on building trust within the LGBTQ community and highlights the broader appeal of her approach, serving both LGBTQ and straight clients. Join us for a deep dive into Lindsey's flat-fee model, her compensation structure, and the challenges and opportunities she encounters as a financial planner. I You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/379…
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1 Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36
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Play Later Play Later Lists Like LikedJoin us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy League student debt to catalyzing change. This episode, Bri emphasizes the urgency of addressing predatory lending and student debt, spotlighting the systemic changes required. She details the programs Prosp(a)rity, champions. If you're a financial advisor seeking meaningful involvement, Bri outlines avenues for your impactful contribution. It's more than personal finance; it's about fostering resilience, community, and pursuing financial empowerment for all. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/378…
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1 Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08
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Play Later Play Later Lists Like LikedMatt Miner, founder of Miner Wealth Management and an XYPN member, joins us on the show today. After starting his career in corporate finance and earning an MBA, Matt worked with John Deere until a merger-related layoff prompted a career change. His journey into financial advising began with an internship at a fee-only advisory firm, where he successfully built his own client base from scratch. In 2021, after three years at the firm, Matt negotiated a buyout to take his clients and start his own RIA. He shared the details of this buyout and how it benefited both parties. Now in his third year of business, Matt is on track to generate over $350,000 in revenue. He also discussed his approach to fees, emphasizing that the debate over fee structures is unnecessary, and how he uses fees as a tool to ensure he's working with his ideal clients. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/377…
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1 Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34
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Play Later Play Later Lists Like LikedMaggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/376
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1 Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25
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Play Later Play Later Lists Like LikedMany of our recent guests have discussed how things are 2,3, 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! Whether you're an aspiring business owner, a new entrepreneur navigating challenges, or an established owner reflecting on your progress, Nycole's story is a great touchstone for so many of us. Be sure to tune in and join us as we see another new advisor building towards their very own best life. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/375…
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1 Ep #374: When Your Life Partner Makes for the Best Business Partner 56:10
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Play Later Play Later Lists Like LikedJoin us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've diversified their services, embraced their Christian faith in financial planning, and managed a thriving business while nurturing a harmonious marriage. This is an episode you won't want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/374…
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1 Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE 1:01:36
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Play Later Play Later Lists Like LikedWhat does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN Radio. Every year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/373…
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1 Ep #372: How To Find Success While Doing the Next Right Thing 55:58
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Play Later Play Later Lists Like LikedDoing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued doing right by his clients, himself, and his family. Along the way, he has built a successful business and has exciting new ventures on the way! Mike shares his experiences, from the impact Silicon Valley Bank’s collapse had on clients in the tech industry, to the importance of sales skills and effective marketing on platforms like LinkedIn. All the while, striving to be present for his family, friends, and personal well-being. From ethics in action to what to look for in a new partnership, you won't want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/372…
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1 Ep #371: How Life's Detours Can Support Your Dream Job 55:00
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Play Later Play Later Lists Like LikedYour 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 has taken an unexpected path to a growth-filled, confident today. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/371…
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1 Ep #370: Mastering the RIA Transition from CIO to Successful Founder 55:19
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Play Later Play Later Lists Like LikedOur guest 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 shares some fantastic stories and insights that you won’t want to miss! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/370…
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1 Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management 1:00:17
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Play Later Play Later Lists Like LikedFrom youth ministry to personal finance, Jeff Clark's journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention of a congregation also in need! Following this path, he found himself in FinTech, able to learn from experts in the field. This stepping stone gave him the knowledge and confidence to strike out on his own. In 2021, he did just that. Cataloging his growth 2 years later, he has exceeded all expectations. With Jeff's practice expanding at an impressive pace, culminating in a hiatus from new client engagements for the latter half of 2023. He credits much of his success to the support of friends, family, and peers much like those in his XYPN Mastermind Group. For those looking into how their current support systems can bolster their practice, this episode is for you! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/369…
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1 Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients 46:16
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Play Later Play Later Lists Like LikedNot 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 founder of Hilltop Financial Advisors and Student Loans Over 50. Erik tells stories about how he has changed the financial landscape for his clients, including helping one client eliminate over $250,000 in student loan debt practically overnight! One really unique thing that Erik has built is a tiered service model that allows him to work with clients at different stages of their financial journey—something that many financial advisors have trouble navigating. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/368…
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1 Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross 51:16
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Play Later Play Later Lists Like LikedWe 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-changing event pulled his focus from building his business. In September 2021, Leland launched his firm and discovered that same month that his wife was pregnant! Three months later, they received the devastating news that their baby would need open heart surgery just after birth. Leland shares how his XYPN study group jumped in to help him keep his business from failing. While he focused on his family, they got set up so they could call Schwab on the client's behalf, helped craft emails and communications to clients, and basically did anything else they could do to support him while he cared for his family. With their assistance during that critical time, and Leland's strategic social media and podcast leveraging, he is now serving 45 client households (in less than 18 months!) in the self-employed niche—all while experiencing major changes and hardships to his growing family. Leland’s story really shows how perseverance and support can get us through unimaginably difficult times and help us still find success. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/367…
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1 Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young 59:00
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Play Later Play Later Lists Like LikedIf 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®, founder of Yearwood Young Advisors. From engineering to Wall Street to founding a successful business, she acquired the skills and services to meet her client’s needs where they are. And their needs dictated that she take custody. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/366…
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1 Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh 57:44
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Play Later Play Later Lists Like LikedIf 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 Marlon’s early experience in HR for the Marine Corps helped formulate his firm’s operational systems. I hope you enjoy this conversation as much as I did. Y ou can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/365…
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1 Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane 52:07
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Play Later Play Later Lists Like LikedIf 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 as she was finishing her training program, the US repealed a law prohibiting women from serving in combat zones, and she was one of the first women to receive orders to serve on an aircraft in a combat zone. Her first job out of the military was with Merrill Lynch, and she talked about how valuable the four years she spent there were for her career, mainly based on their amazing training program. In 2019, she decided to focus more on her financial planning business and started to scale. Most recently, she's been focused on her planning practice and become super intentional about her time and priorities to ensure the right work gets done. I was really impressed with her intentionality and she shared her goals for the business and how it will ultimately support her and her husband as they transition into the next phase of their lives. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/364…
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1 Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno 55:16
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Play Later Play Later Lists Like LikedIf you’re interested in how finding your niche 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 services at Ameriprise in 2007 and worked in a variety of broker's side roles until she ultimately decided to launch her own firm in 2019. Having just celebrated her firm's fourth birthday, she has grown quickly with over 40 client households and 400,000 of recurring revenue. How has she had so much success? You probably guessed it, she has a really well defined niche. Christine specializes in equity compensation, and almost all of her growth from the last two years have been from client referrals. She also shared about her experience hitting the ceiling, realizing that she was working way too many hours and had let the business really take over her life. She hit the reset button, defined her financial mission statement, and has been really intentional about building the business to support her life moving forward. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/363…
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1 Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill 53:05
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Play Later Play Later Lists Like LikedIf you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well working through growth and fee structuring decisions, this episode is for you! XYPN member John Underhill, CFP®, founder of Acorn and Oak Wealth Management, based in Raleigh, North Carolina shares how his journey from ski bum to managing parts of a ski resort, and then several Starbucks helped bolster his business acumen as well as humility—in the best ways. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/362…
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1 Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill 54:35
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Play Later Play Later Lists Like LikedIn 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 as an Air Force pilot, during which time he developed a passion for personal finance. Brian launched his firm in January 2021 and came out of the starting gates hot, working with 30 clients in his first year, 23 of which were retainer clients. He's grown quickly and shared that he'll gross over $200,000 in 2023, just his third year in business. He shared his marketing secret sauces that helped him grow quickly as well as build upon the equity of trust his fellow fighter pilots feel towards each other. Finally, we talked about his view of the future of the business and how that's changed from a plan to stay solo to a desire to grow, not only to serve more clients in need of his services but also his family—in the form of a succession plan for his business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/361…
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1 Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon 53:28
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Play Later Play Later Lists Like LikedIf you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you! Kaysian Gordon, founder of Kaysi Gordon Financial Planning, spent 14 years at UBS focusing on financial planning for ultra-high net worth clients. Seven years ago, she started a weekly devotional blog, which later helped her build a niche working with women of faith in transition. In late 2021, Kaysian launched her own firm with XY Planning Network's help, growing rapidly with 60 households in under a year. We also discussed how being a single mom has shaped her business and life design. Her clear niche and personal journey make her story truly inspiring. Enjoy the conversation! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/360…
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1 Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell 58:12
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Play Later Play Later Lists Like LikedIf you're interested in learning about the advantages of growing your firm with like-minded advisors, hiring a virtual assistant, and having a supportive spouse, this episode is for you! Mike Troxell, founder of Modern Financial Planning, started his career in tech as an accountant but eventually transitioned into financial planning. Though he loved his job at an RIA, he decided to launch his own firm when the timing unexpectedly aligned, despite just having his first child and expecting a second. Mike's firm focuses on clients with RSUs or stock options, often in the tech industry. We talked about how he helps clients with those unique financial decisions and his decision to bring on another advisor and hire a virtual assistant. It's a great interview full of insights and fun stories! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/359…
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1 Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang 53:04
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Play Later Play Later Lists Like LikedIf you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of BW Financial Planning, shares a very real look into her journey from a career in financial services on the buy side, to taking time off to care for her children with medical issues to returning to the industry in private equity and ultimately deciding to do her own thing as a firm owner. While she doesn’t describe herself as an entrepreneur—because she doesn't fit the image that she had of what it means to be an entrepreneur—she has built a very successful firm. She launched in 2018, but struggled to put herself out into the world, so she didn't see much traction early on. That all changed in 2020 when she made the decision to lean into the uncomfortable parts of the business, primarily selling financial planning and the relationship with her as the product of her business—and it has grown rapidly since. She shares how she has been able to be intentional with her time—focusing on working 25 hours a week so she can spend time with her kids (something she hadn’t envisioned being a priority in the beginning of her career). She also shares tools she uses to help with what she calls life planning —a way for her to focus on living from a fulcrum of integrity, according to her values. There are many aspects of Betty’s story that you may find familiar, but mostly I think you’ll appreciate her ability to turn the unexpected into an intentional and meaningful life. I hope you enjoy this conversation as much as I did! - Alan You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/358…
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1 Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup 51:32
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Play Later Play Later Lists Like LikedIf you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®, founder of Experience Your Wealth and hear about how he started his firm journey in late 2019, with no clients, at the ripe age of 27. As if that wasn’t challenging enough, his wife started her own wedding planning business at the same time. Jake always knew he wanted to be an entrepreneur, and after working in an RIA that served mostly older clients, he wanted to build a firm that focused on younger families that did a lot of traveling and wanted to experience more of life during their younger years versus just saving for retirement and hoping to have fun in their 60s. Jake spent a lot of his upfront money building a website focused on telling the story of who he wanted to work with and how he was different from other advisors. It has clearly worked as he made just over $80,000 in his first 12 months and he has now crossed the $500,000 of recurring revenue mark, just three and a half years into the business. We had a wide ranging conversation about how he has found success finding clients, his service model, what makes his business unique, how he and his wife have balanced being entrepreneurs at the same time, and how his views on building the business have changed from building a solo practice to hiring another lead advisor and other team members. Check out his interesting journey! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/357…
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1 Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark 50:17
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Play Later Play Later Lists Like LikedAndie married her high school sweetheart, who was an Air Force pilot and started moving all over the world every two years. She found work as a math teacher at community colleges, and over time, that ended up shifting into the realm of financial planning. She took part in a joint program between FINRA and the DOD that helped her get her AFC designation. That led her to getting her CFP® and, as her husband was retiring from the military and they were deciding where they wanted to end up, she started her financial planning firm. She talked briefly about a couple of big planning opportunities that service members can take advantage of this year. And it is clear how important having in-depth knowledge of what all service members have access to is when working with them. She's also part of a group that she helped found called the Military Financial Advisors Association, which is a group of XYPN members that serve military members and their families. They host regular meetups and provide education to members and have a pretty awesome lead gen program that's set up for members to take advantage of. Another great example of the power of being better together! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/356…
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1 Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin 55:46
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Play Later Play Later Lists Like LikedFrank Austin, CFA, ChFC®, founder of Sustainable Financial Planning, achieved his FIRE goal of retiring at 50 and starting his own financial planning firm. His goal in starting the firm wasn't to make a lot of money as he was already set up for retirement, but instead to impact the lives of as many clients as possible. We talked about some of the things he thought he would focus on early in the business, such as ESG investing and how those plans evolved over time as he found the clients he enjoyed working with and learned the challenges of running his own solo practice. He's made a recent pivot to moving into more advice packages and away from ongoing planning, and he shared why he made that move and the clients he hopes to help with that new program. I hope you enjoy hearing about Frank’s journey as much as I did! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/355…
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1 Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke 52:39
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Play Later Play Later Lists Like LikedIn this informative conversation with XYPN member Joanne Burke, CFP®, CPA/PFS, founder of Birch Street Financial Advisors, we learn why Joanne left a big four firm to join a partner who’d split off to go independent and help start their accounting practice. After a few years and the birth of her second child, she decided to launch her own tax practice to give herself the flexibility to spend more time with her family than public accounting would have provided. Fast forward after her youngest left for college, she decided to pursue her passion for financial planning and made the leap in 2020 to start her own RIA. We talked about her original plans to convert tax clients over to ongoing financial planning clients and the challenges she faced as she tried to move from being seen as their tax preparer to being seen as their financial advisor. Her deep tax knowledge has proven to be a real asset as she’s shifted tax prep conversations from reactive solutions to proactive planning. We talked about the upcoming decision she'll get to make as she decides if she wants to stay solo or hire and begin to grow the firm. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/354…
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1 Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder 1:01:02
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Play Later Play Later Lists Like LikedWhether 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! In this fun and informative conversation with XYPN member Sarah Ponder, CFP®, MBA, founder of Real Estate Wealth Planning, Sarah joked that she's 37 and on her fifth and hopefully final career. We talked about her fee structure, successful marketing programs, her new course for realtors, and also how her family has leveraged an Au Pair to be able to support them with childcare so they can build their respective businesses. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/353…
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1 Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole 49:49
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Play Later Play Later Lists Like LikedWe’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was hard to find anything that was similar to the business she was running five years ago, aside from her being there and her niche. Kay Dee shared the various transitions that have happened from splitting with a business partner, finding her integrator, which is something we talked a lot about, building up the team, selling a portion of the company to her employees, and ultimately setting herself on a path to spend more time on passion projects. If you’re interested in being really intentional about building the business that makes sense for you and where you're at in life, this episode is for you! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/352…
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1 Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller 56:43
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Play Later Play Later Lists Like LikedAt XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, MBA, to share how their group has become a gift that “keeps giving” toward their personal and professional successes. We’ll hear about how the group has become a place of shared strengths and divided weaknesses – kind of like a family. A family whose support betters themselves, their firms, and their clients. It’s impact acceleration at its absolute best. Their varied backgrounds and unique paths to launching their own firms enrich and inform their conversations as do their commonalities – like facing the challenges of raising young kids and building solo practices. We had a wide-ranging discussion about the value of a mastermind group – from helping navigate family dynamics playing out in their firms to imposter syndrome. You can feel the difference their support of one another has made in their lives and practices. If you are already in an XYPN Mastermind Group, you’ll recognize the positive impact and feelings our guests share. And if you aren’t – you may find yourself seeking the powerful gift of community by the time you're done listening to this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/351…
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1 Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger 57:41
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM before deciding to pursue financial planning. He effectively started his own firm at a broker-dealer because he didn't have a salary to build his own client base from scratch. Looking back, if he found a salary position in financial planning, he would have taken it and maybe would have never started his own firm. In this show we talk about the importance of meeting like-minded financial planners and his decision to launch his own RIA after attending an FPA NexGen conference. We cover a variety of other topics, including fee structure and using net worth in fee calculations as well as leveraging interns in his practice - one of whom ultimately became his associate advisor. He discusses the importance of firms hiring and paying interns in order to expose more young people to the work we do as financial planners. We closed our discussion on his PhD research on financial advisory fees, advisor compensation, and ultimately how the fight on Twitter regarding fees is really missing the point. If you’re interested in the importance of finding a passion that fits and exposing next generations to financial planning, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/350…
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1 Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel 1:02:59
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Jessica Goedtel, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to her first job in financial planning. She worked for a couple of different firms, including an online startup RIA, and learned as much as she could about doing financial planning and the types of clients she wanted to work with before ultimately launching her own firm in September of 2021. Jessica has two niches listed on her website’s home page: tech workers and online sex workers. We talked about the decision to have two niches, which she admits can be difficult at times, but also wouldn't go back and change it if she could. We dove into the service model and fee structure of both niche markets and how she's ultimately bringing value to her clients, including how she has incorporated tax preparation and tax planning into her business just over a year in, and she's doing amazingly well. This is an interview you don't want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/349…
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Behind The Advisor
1 Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko 58:38
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Play Later Play Later Lists Like LikedToday we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality. If you’re interested in working with clients to and through retirement and building a great firm in the process, this is the episode for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/348…
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Behind The Advisor
1 Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces 1:25:47
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Play Later Play Later Lists Like LikedCo-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. If you’re interested in learning what really works for fee-for-service advisors, then this is the episode for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/347…
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Behind The Advisor
1 Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick 1:00:05
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Play Later Play Later Lists Like LikedIn today's episode, we’re excited to have Nancy Hetrick, founder of Smarter Divorce Solutions, who specializes in collaborative divorce. After her own divorce in 2007, Nancy realized the lack of resources for divorcing individuals and became a Certified Divorce Financial Analyst to offer a kinder, court-free process. Nancy shares her journey from founding her divorce planning practice to selling the wealth management side of her business to focus exclusively on divorce planning, which is now thriving. If you're interested in working with divorcing clients or exploring the power of a niche, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/346…
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Behind The Advisor
1 Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach 59:14
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Play Later Play Later Lists Like LikedToday we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information as Maggie shares her expertise in real estate, and how her early career path gave her the ability to provide advice on a personal level. In this show, we talk about everything in the real estate niche, from prospecting to outsourcing. For Maggie, real estate isn’t just a niche, it’s a family business. Maggie uses her personal experience in real estate investing to provide a holistic approach to advice to her clients. She also talks candidly about what it’s like to offload aspects of her business. Bottom line? Trusting your instincts is one of the most important skills advisors should hone while building their firm. If you’re interested in real estate as a niche, and finding better ways to serve your existing clients, this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/345…
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Behind The Advisor
1 Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett 1:00:49
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career. Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning advice—without investment management. After two months, he generated more revenue than an entire year. So, he made the decision to go solo. In this episode, Alan and Cody discuss the importance of empowering clients to get involved with their finances. Measure Twice Financial leads by example—simplifying financial topics to help DIY investors to align their money with their values. Cody built his firm from the ground up, finding his ideal client before choosing a service model and fee structure. His goal is to change the perception of a financial planner's role by increasing the transparency of planning. If you’re interested in advice-only planning or are looking to align your professional goals and values, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/344…
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Behind The Advisor
1 Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller 1:04:29
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Play Later Play Later Lists Like LikedToday, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place. Financial planning seemed to be the perfect way to help clients lead socially responsible lives while building financial stability. He launched Planning for Progress in 2016 part-time to build slowly (and remain an active part of movements for social and economic justice). After 4 years, his network and niche aligned. Ethan relaunched in 2022 as a full-time advisor and now serves 70 clients in a calendar year. This episode is fun—and brutally honest. Ethan shares his experience of transitioning between service models to fit his ideal client by embracing both comprehensive and project-based service models and getting his existing clients on board. If you’re thinking about starting a firm part-time or looking for ways to incorporate your values into your business, this episode is full of advice for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/343…
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Behind The Advisor
1 Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns 1:02:48
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was pregnant with twins, her family faced the news that no one should have to hear: her husband had a brain tumor. Shortly after the birth of their twins, the COVID pandemic hit. The next year was challenging—to say the least. In this interview, Rachael talks candidly about finding #XYPNRadio during the pandemic and the role that it played in taking the leap to start her own firm. She soon realized that opening her own fee-only firm was a real possibility and found the courage to launch. Rachel’s leap of faith paid off—after two years, she now has found her niche helping women manage money stress to deal with what really matters. Rachael's story is incredible, as is her commitment to advising with empathy. You don't want to miss this episode. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/342…
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Behind The Advisor
1 Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP® 54:04
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Play Later Play Later Lists Like LikedWe’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 Merrill Edge, Schwab, then an independent RIA, all before launching his fee-only firm with a tattoo artist niche. Colton shares the impact of his unexpected unemployment in the launch of his firm in January of 2021 and how his banking background gave him the confidence to build his own firm from scratch. After 9 months of business, Colton scrapped his niche nine months in to be the go-to resource for tattoo artists on his schedule. His firm is now growing incredibly fast, bringing in 10 clients in 6 months, on a schedule that prioritizes his personal and business goals. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/341…
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Behind The Advisor
1 Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP® 53:23
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Play Later Play Later Lists Like LikedWe’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 center of influence referral eventually led her to go all in on working with dentists. She's been growing her network of dentistry practice consultants, bankers, and insurance folks who work with dentists and is also networking with investment managers who refer clients to her because she is advice-only, meaning she doesn't manage investments. She's been growing her firm and has started hiring for support. Sharon talked about the decision to hire and what she's looking for in a second planner. If you're interested in learning more about what it’s like to work with dentists and hire on a second lead planner, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/340…
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Behind The Advisor
1 Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes 56:34
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Play Later Play Later Lists Like LikedWe’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 started his career in public accounting as an auditor, thinking it would help prepare him to be an advisor because accounting and finance were basically the same things, right? Not really, and Chad is glad to be on a different path now. Before ending up at an RIA actually doing financial planning, an unexpected pregnancy, and his wife getting a fellowship across the country led him to decide to launch his own firm. This was in 2020, in the middle of COVID, in a new state. Chad shared how they made it work as a family for him to be able to pursue his dream of entrepreneurship while also supporting his wife's career. Now he works part-time and has taken on the household responsibilities, and is building a great firm focused on helping clients that our industry has historically underserved. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/339…
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Behind The Advisor
1 Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® 55:00
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” was actually just cold calling and selling insurance. Ryan lasted three years before moving to a broker-dealer, and while he was able to do more planning there, he was still expected to sell insurance—and a lot of it at that. Ryan ultimately launched his own firm in 2019, and has been on a rapid growth trajectory ever since. Most recently, Ryan has been building out a cryptocurrency offering to support his clients, which has become a big driver of new business for his firm. In this episode, we talk extensively about Ryan’s cryptocurrency offering, going into the details of how he designed it and his vision for the future. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/338…
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Behind The Advisor
1 Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark 52:14
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, starting out on the investment side of the business before getting introduced to financial planning through a friend and eventual business partner. He launched his own firm four years ago with just one volunteer firefighting company, but has quickly grown. Patrick shared how his niche is starting to compound with referrals from existing clients, and referrals from an accounting firm that also exclusively specializes in the same niche and the firefighters themselves. His story is a great example of why having a niche truly is so powerful. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/337…
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Behind The Advisor
1 Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper 1:15:50
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist client as part of a book of business that he left with. After experiencing 2008 and his first year of running his firm, he decided to go all-in and focus exclusively on dentists—and this is at a time when having a niche wasn't the cool thing to do. As the firm grew, he saw the need to provide more ongoing monitoring of clients' financial situations and started building some highly-functional spreadsheets to provide value to his clients. Then he shared a few of those spreadsheets with other advisors to get their feedback and input and has now built out a tech company named Elements to provide all advisors with the ability to monitor and provide proactive recommendations to their clients. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/336…
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Behind The Advisor
1 Ep #335: Building a Resilient Fee-Only Practice Through Economic Turbulence 55:35
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Play Later Play Later Lists Like LikedWe’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She launched her fee-only firm in January 2021—right in the middle of the pandemic—and has not only survived but thrived through the market volatility we've experienced since then. What makes Danielle's story so compelling is how she transformed her early fascination with finance into a modern practice that rejects the old product-pushing model that many of our listeners are trying to escape from. Her experience transitioning from traditional banking to independent planning offers valuable insights for anyone looking to make a similar leap in today's digital-first environment. Stay tuned as Danielle shares how she's adapted her business to the economic climate, leveraged technology to serve clients remotely, and built a practice that genuinely supports both her clients' financial well-being and her own family's lifestyle goals. Whether you're considering starting your own firm or looking to make your existing practice more resilient, today's conversation offers practical takeaways you can implement immediately. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/335…
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Behind The Advisor
1 Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche 54:27
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Play Later Play Later Lists Like LikedToday’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy’s roles are shifting. Alan discusses his move back as the host of #XYPNRadio, and Maddy’s shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates about a range of topics—listeners have been through COVID and more together with Maddy, and she shares how thankful she is for the support of each and every listener. She has found so much joy in being able to bring stories of success to each of you, and inspire some of you to go out on your own. If you want to hear more about the future of #XYPNRadio and how you can shape it by filling out a listener survey telling us what you love about the show and want to hear more about, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/334…
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Behind The Advisor
1 Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer 51:37
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Play Later Play Later Lists Like LikedToday, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’s been able to create a service model that has allowed her to scale to 50 clients in her first three years. We talk about everything from the real estate bubble to how she is able to leverage her campaign management experience. Cynthia exudes enthusiasm for her work, her clients, and her niche—and it’s contagious. Cynthia is also a power user of the XYPN Network and has effectively launched the highly-productive Real Estate Investment study group within the XYPN membership community, and she speaks about how giving back has given her so much value in return. If you’re interested in real estate as an asset class, and how to serve clients who are too, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/333…
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Behind The Advisor
1 Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP® 55:53
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Play Later Play Later Lists Like LikedToday’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thousands of clients. We talk about what it was like for Leo to leave a meaningful institution and career to chase a different dream of serving clients that better aligned with his personal goals. He discusses what it means to be a great advisor to his high-net-worth clients, how transparency is what draws folks in, and he talks about the intentionality he has around his growth. Leo charges a flat fee and AUM, which provides him access points to work with folks he may not be able to otherwise. We discuss a second business he’s developing, and he reminds us that there’s never a right time to do things. If you're ready to transition out of your institutional career, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/332…
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Behind The Advisor
1 Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner 58:50
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Play Later Play Later Lists Like LikedToday, 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 King and Scott Alan Turner, fee-only RIA owners from Florida and Texas respectively, share what it’s like to figure things out right now—as they’re doing it. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/331…
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Behind The Advisor
1 Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon 56:33
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Play Later Play Later Lists Like LikedWe’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what advisors need to stay up to speed. Today, she talks about her team's work to support advisors on their entrepreneurial journey and shares excellent wisdom about what it takes to prepare for and start your own firm successfully. Kori tells us about the emotional and mental struggles she senses in some of our new members and what advisors can do to combat some of the inevitable challenges of being an entrepreneur. She gives us three things every future entrepreneur should focus on and shares her perspective on burnout and how to avoid it. Kori and her team are gearing up for the biggest year yet within the Advisor Education department, and you’ll hear all about how you can expect to be supported by their team when you launch your firm. If you want to know how to prepare for your first year in business holistically, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/330…
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Behind The Advisor
1 Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang 58:40
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Play Later Play Later Lists Like LikedToday we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get off the ground. This podcast is fun—and brutally honest. Despite both Chao and Stefanie having a 10-year financial runaway as they started their firms, the conversation is transparent around imposter syndrome and how they wished they had done things differently. We talk about how many hours they really spend working on their firms, and what has slowed them down. Both Stefanie and Chao approach their firms with different perspectives and have different goals for themselves, but they share so many commonalities about how they feel about launching their firms and what it’s done for them personally. If you’re interested in what the first six months are really like, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/329…
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Behind The Advisor
1 Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson 54:09
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Play Later Play Later Lists Like LikedToday I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into Cameo's expertise; from her comprehensive background in the industry to her current work with advisors. I’m able to ask her questions about what advisors tend to overlook when approaching their launch, what slows them down, what advisors should be focusing on in the 12 months before they launch, and six months after they launch. Cameo has some incredible advice about imposter syndrome, how to navigate the industry as a professional, and gives sage advice about how advisors can stay motivated as they navigate the world of entrepreneurship. Cameo shares her experience looking for and seeking mentors in this industry, and what she’s done to ensure there are more people like her in this industry. If you’re interested in an expert's perspective on preparing for your launch, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/328…
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1 Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend 57:45
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Play Later Play Later Lists Like LikedToday’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 professionals with stock compensation. Today’s episode covers a lot—Heather shares her wisdom from, as she describes it, her messy first few years, and she talks about why it was important for her to raise her fees a number of times as her confidence gained. Heather has multiple designations and an impressive amount of technical understanding of her niche, and she shares how today she is able to deliver massive value to her clients on an ongoing basis by working with a coach and being true to her goals. Heather is also a new mom of twins and talks about what it was like to prepare for and enjoy her well-deserved maternity leave, which meant setting up boundaries. She also talks candidly about what it’s like to be a perfectionist and what her confidence curve was like after starting her firm—something more advisors should consider when building their firm. If you’re interested in building a firm that aligns with your goals—from the amount of money you want to make to who you want to work with—then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/327…
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Behind The Advisor
1 Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer 58:52
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Play Later Play Later Lists Like LikedToday we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of them met when they were all working at Edward Jones, had a stint at an independent broker-dealer, and eventually broke out on their own to do things differently. Today, Jack, David, and Kevin talk about what the math looked like as they decided to become truly independent, what it meant to leave the broker-dealer world, and why they are now more fulfilled working as co-owners. They talk about how they structure their business and equity, break down their accountabilities, and how implementing the Money Quotient process has changed the way they work with their clients long term and in what they believe is the fiduciary way. If you’re interested in what it’s like to start your dream firm with a friend or colleague, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/326…
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Behind The Advisor
1 Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen 52:34
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Play Later Play Later Lists Like LikedToday, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her children and explained what it was like to begin looking to enter a new industry in her 40s. With age comes maturity and experience, and quickly Jennipher found financial planning to be a perfect fit. Today she talks about her first few years in business: she worked with over 50 clients on a project basis in her first year and now serves a number of them on an ongoing basis. She talks about how the industry is in dire need of more women and how this profession is so accessible to anyone who is interested in being a listener, supporter, and advocate for their clients. She shares her perspective on the CFP® curriculum and how the Registered Life Planning process has been transformative for both herself and her practice. If you’re interested in entering this profession later in life, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/325…
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1 Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon 56:25
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Play Later Play Later Lists Like LikedWe’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses the numerous business plans he wrote before starting his own fee-only firm and how to handle transitioning clients. Wes reflects on how hard the first three years were and how, at 64 clients, he’s benefiting from his preparation and endurance. Wes gives advice around the nuances associated with serving both individuals and 401(k)s for small businesses and how he established a buy-sell agreement with a like-minded advisor. Additionally, Wes talks about why networking has been so beneficial to him and how he strives to serve his clients as best as he can. If you want to know what it’s like to be six years into building a firm that you love, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/324…
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1 Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces 1:08:33
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Play Later Play Later Lists Like LikedXYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and niches. Today, Alan Moore and Michael Kitces, XYPN Co-Founders, discuss the study’s fifth annual results. As you’ll see, with our maturing network and member firms, the 2021 study shows a much clearer understanding of what’s working and not working in fee-only RIAs. This episode is particularly interesting and helpful for those considering starting the long play of the entrepreneurial journey. We encourage you to listen closely and go back to the previous conversations about the past surveys and use them as resources to build your ideal firm. If you’re interested in what really works (yes, meaning proven with data) when building your firm, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/323…
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Behind The Advisor
1 Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP® 52:37
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Play Later Play Later Lists Like LikedWe’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen discusses the challenges advisors face when building their processes, how they can get overcome with analysis paralysis as they try to systematize, and she offers sage advice on how to avoid these pitfalls. She gives a lot of credit and love to the advisors who choose to start businesses, encouraging them to think outside the box on who and how they serve. Kathleen is a black, queer woman and has had a diverse and broad career in this industry—she’s been on Investment New’s 40 under 40 list—and she shares what it’s been like to find her place in this industry with the help of mentors, and what it’s been like to work at XYPN, a place she says embraces progressive thinking in a real way. If you’re interested in how to leverage your financial planning experience in dynamic ways, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/322…
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1 Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster 1:00:38
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Play Later Play Later Lists Like LikedWe’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley started to feel drawn to the fee-only space and serving the community he wanted to and had a discussion with his former employer about changing his career trajectory to being a business owner. Three years into it, Ashley is serving over 30 clients, primarily veterinarians. He’s making six figures and is loving life more than he could imagine. Ashley has a lot of great advice to share with you today—from how to navigate the exit from a company to leaning into the painful moments of the experience as opportunities for growth. Ashley is candid today and shares with us some of his most fulfilling experiences as an advisor. If you’re interested in how to navigate out of the insurance world and into the fee-only space, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/321…
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1 Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice 54:55
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Play Later Play Later Lists Like LikedToday, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients since opening. River serves clients how they want to be served: through education and short-term relationships. River brings up a number of compelling points throughout the interview—questions of whether gender is a necessary consideration in planning, how our technology is set up to serve, or not serve, different communities, and reminding us how important it is to have representation within this industry. Their own personal journey is highlighted in this episode and how interestingly, through raising their own prices, they were able to have an even bigger impact on the communities they wanted to serve. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/320…
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1 Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche 1:01:27
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Play Later Play Later Lists Like Liked#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN’s Senior Director of Member Success, a role in which she’s entirely dedicated to helping XYPN members be successful. As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an “embrace change” mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what it’s like to manage a team of managers—which she admits had a steep learning curve. We also spend some time reflecting on the fee-only movement, and the powerful role introspection plays in bettering yourself both personally and professionally. Having connected with thousands of fee-only advisors over the past seven and a half years, Maddy offers a unique perspective on what it really means to be a part of the XYPN movement, what exactly REAL financial planning entails, and the impact XYPN advisors have on the lives of others and on the industry at large. Maddy also shares her own experience working with a financial advisor and how recently engaging advisors who are also life planners has changed her outlook and shaped her trajectory. If you’re interested in learning more about the story of #XYPNRadio’s host, Maddy Roche, what her seven and half year journey with XYPN has looked like, and how her introspective mindset and approach have helped her continuously better herself both as a team member and as a person, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/319…
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1 Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell 50:52
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Play Later Play Later Lists Like LikedWe’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what’s her secret? As we explore today, you’ll hear that it comes down to knowing your strengths and weaknesses and creating a dream team to help you stay sane and serve your clients. Danika discusses how she relies on and leverages her community, centers of influence, and coaches to help her stay on track. She talks about the nuances of pricing in Washington state and how she expects to change her firm in the future. Danika shares the softer side of how she approaches her firm, takes care of herself, embraces the abundance mentality, and is motivated by making financial planning accessible to more people. If you’re interested in how to hit the ground running and find success when you launch your firm, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/318…
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1 Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo 56:05
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Play Later Play Later Lists Like LikedWe’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 that he, too, went through a liquidity event at a tech startup and found it to be so complicated of an experience that it became one of his motivations to change careers and help others with his expertise. As Tom discusses today, a liquidity event at a tech startup is a great opportunity for sophisticated and technical planning from a third party, like himself, to provide unbiased perspective to those who are emotionally invested in the process. Tom dives into how he serves his clients effectively by outsourcing major components of his business—from asset management to bookkeeping. He discusses the softer side of being a business owner, too, like what it means to have control of your destiny, complete control of your business, and of course, flexibility. If you’re interested in working with this niche or gaining any of what was just mentioned, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/317…
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1 Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman 59:52
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Play Later Play Later Lists Like LikedToday we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about three years ago, with the help of Jerry, and today we’ll discuss the core components of the system and how it can level up your business. Jerry talks through the major components of the EOS model—from setting rocks, to the meeting rhythm, to deciding measurables of your scorecard. He discusses the difference between the visionary role and the integrator role and even gives us some behind-the-scenes takeaways from working with Alan Moore and Michael Kitces, both visionaries. Jerry will be hosting an interactive Pre-Conference workshop for advisors at XYPN LIVE, where he will share the benefits of implementing this system for your company. EOS is a core component of how XYPN runs its business, and today's episode will give you some ideas on how to get more out of your business using EOS principles. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/316…
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1 Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp 51:05
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Play Later Play Later Lists Like LikedWe’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% virtual fee-only firm that serves over 25 widows and military personnel. Today, Daniel talks about what it was like starting his firm while navigating some difficult personal circumstances. While he waited for approval to start his firm, he conducted 100 informational interviews, prepared for his CFP®, and got clear on who he wanted to serve and how. Despite pricing himself a little low out of the gate, today, Daniel has a backlog of clients reaching out and credits a lot of his accelerated growth to the investments he made in GoogleAds early on and targeting his niche in Facebook Groups. Daniel shares the importance of a supportive advisor community as he continues to grow his firm and how he would have never started on this journey if he didn't know what was possible thanks to some of the original stories shared on #XYPNRadio. If you’re interested in what it’s like to build a niche-focused intentional firm, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/315…
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1 Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens 55:36
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Play Later Play Later Lists Like LikedThere is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. an enterprise practice. He founded Rooted Interest, a fee-only firm in Salt Lake City, Utah, in 2017, and today, he discusses why he serves a smaller client base than other comparable firms. He discusses why he continued to stay employed at his father’s CPA practice full time while building his firm. Spencer is a dad of five, and it was important for him to get into the giving profession to help his clients in the ways that work best for them while not sacrificing what is best for himself and his family. Spencer talks about his intentionality in building slowly, his annual expenses (hint, it's still under the 10k mark), and what his plans are for ramping his business up. If you’re considering starting a practice at a slower rate or on a part-time basis, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/314…
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1 Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis 59:37
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Play Later Play Later Lists Like LikedWe’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today. Cathy is a solo advisor—and always has been. She serves women, specifically breadwinning women, and to this day, finds 1:1 client work her favorite part of running her firm. Cathy discusses flow and how to find it, the kind of insecurities women face as they try to understand their finances, and what it’s like to vision board your future. She reminds listeners that outsourcing should be considered an investment, and there’s no reason to try to do everything on your own, whether you hire or not. Cathy shares that her imposter syndrome went away when she finally niched, and since then, has found major success and fulfillment. Cathy has some incredible advice to share with you today, and if you’re interested in what it’s like as a solo advisor 20 years in, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/313…
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1 Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka 50:02
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Play Later Play Later Lists Like LikedWe’re excited to welcome Vinicius “V” Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client households on an AUM basis, folding his financial planning and investment management into a single comprehensive fee. Despite being relatively young, V serves almost exclusively pre-retirees—and loves doing it. He talks about the oh-so-familiar feeling of wanting to do things differently and why breaking out on his own was so important to him. He reminds listeners to pay themselves first, from his own experience to not to be in a rush to venture out on your own. He talks about why his previous experience was integral in his decision to focus on this niche, how he’s been able to leverage his youth as a value to his clients, and why he continues to work for a different business owner on the side. V’s simplicity to his approach, along with his dedicated focus on the things that matter, is truly inspiring. If you’re interested in the pre-retirement and retirement space but want to do it your way, then this episode will be for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/312…
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1 Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore 1:04:02
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Play Later Play Later Lists Like LikedWe’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio episode. Today, he joins us to discuss what this whole journey has been like—from starting the business to managing a team through COVID, all while being a dad (now with three kids). Alan opens up about nerves, some worries that have lingered over the years, and reminisces on some of his favorite times at XYPN. He talks about the importance of hiring a team that complements his strengths and weaknesses and what it’s been like to work alongside Michael Kitces as a co-founder. Alan gives valuable advice to our listeners through telling his stories—from which books helped him change his perspective to how to think of entrepreneurship as a creative outlet. If you want to know how XYPN and Alan Moore have evolved over the years, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/311…
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1 Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers 1:00:25
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Play Later Play Later Lists Like LikedWe’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million dollar mark in revenue. On the show today, we discuss what that growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about why hiring an operations teammate was vital for their scalability and how their fee calculator helps with transparency. Shane and AJ share their take on their impact, why they got into this business, and how they’ve managed to keep up with the demands of their growing firm. You can sense their authenticity and their passion for what they do in this interview, and it’s hard not to want to be part of their superstar team. If you’re looking for some advice about growing and scaling your business, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/310…
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1 Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross 55:32
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Play Later Play Later Lists Like LikedWe’re excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher program in 2019 and have met every week since then as a mastermind group. We dig in and discuss what makes this group work—from the framework to the attitudes, and how they ensure the meetings and group are helpful for each of them. We talk about imposter syndrome, pivotal points in the group's history, and how being part of a group of others at the same level is helpful instead of being competitive. You’ll hear them share stories of how the group has been a lifeline (in every sense) and how they couldn’t imagine running solo firms without the support of a group like theirs. The laughter and energy this group shares is contagious and motivating. If you’re not yet part of a study group or worry about the challenges that come along with running a firm on your own, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/309…
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1 Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett 52:10
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Play Later Play Later Lists Like LikedWe’re honored to welcome Vince Hockett, XYPN’s Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly growing companies along with him. Today, Vince shares what it’s like working with Alan and Michael as a fellow executive and what it’s been like to manage the group of young leaders that ultimately deliver the promise of XYPN membership (and then some). Vince pulls the curtain back on his management style, which is unique and powerfully productive. We draw some similarities between the XYPN Network and the member firms that make up our community—specifically related to the building and scaling phases of the firm owner’s journey. He talks about what it’s like to work with the EOS model, what he sees as some of XYPN’s business challenges, but most importantly, what it’s been like to work at a progressive, disruptive company that lives and breathes its core values. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/308…
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1 Ep #307: Investment Storytelling: An Interview with Kelly Klingaman 50:46
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Play Later Play Later Lists Like LikedToday, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies to their clients. Kelly explains that DFA partners with advisors to educate them on the academic research that DFA builds its principal theories around and how this credibility can be infused within their planning processes. Kelly discusses the decisions advisors face regarding their investment management programs and whether to outsource or manage them on their own. Because advisors are often limited in the amount of time they have to focus on the investment management aspect of their business, as well as the fact that many feel insecure about offering investment advice to their clients, she explains that the way advisors frame their investment services—the story they tell surrounding them—is often the most important aspect of how they approach investment management. Kelly points out that using anecdotes to explain why time in the market is better than timing the market can help a diverse crowd of investors understand the value of investing and the services you offer. If you’re interested in learning how to better tell the story of your investment management philosophy, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/307…
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1 Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George 49:38
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Play Later Play Later Lists Like LikedIn today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Cindu joins us to discuss what diversity, equity, and inclusion each mean and lays out a persuasive argument for DEI initiatives as a growth strategy within a business. She discusses the concepts of power and social capital and presents the moral case for considering these concepts within your work. She gives answers to tough questions like, “Is this conversation a political one?” and “What can advisors do to move the needle forward in the DEI space?” If you’re interested in learning about how DEI makes businesses thrive, then this interview is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/306…
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1 Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng 51:01
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Play Later Play Later Lists Like LikedToday, we have the privilege of talking to Terria Heng and Shelby Brown, two of XYPN’s Compliance Coaches who together have nearly two decades of experience as examiners and compliance consultants. Terria and Shelby discuss with us their recommended approach to compliance, the time commitment required to ensure you’re creating a culture of compliance within your firm, and several other compliance considerations that keep RIA owners up at night. They give great advice like how to trust your instincts, and they deliver valuable insight into how regulators and examiners approach their jobs. They discuss the required compliance changes involved when you add a teammate, approach SEC registration, or make a considerable mistake. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/305…
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1 Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale 51:19
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Play Later Play Later Lists Like LikedToday we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. If you’re interested in supporting and guiding clients through transition, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/304…
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1 Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas 53:21
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Play Later Play Later Lists Like LikedToday, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan started his firm as the sole owner and built it to serve over 45 client households. As the pressures of growth continued, the desire to bring on a partner was at the forefront of his mind. On today’s show, Eric and Ryan talk about their decision to partner together, how they established equity buy-in for Eric, and the process they followed to finalize their agreements. Eric discusses why the timing was right for him to transition into the fee-only space now vs. when Ryan originally opened the firm. Ryan shares what it was like to offer equity into the company that he built from the ground up. This discussion provides a great example of how to partner with intentionality after a strong foundation has been built. If you’re interested in what it’s like to bring a partner into an established firm, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/303…
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1 Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson 51:44
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Play Later Play Later Lists Like LikedToday we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers on how to best utilize interns, a lot goes into making an internship a successful and rewarding experience for all. Pearl shares her unique theory around internship programs with us and the wide variety of work that interns can accomplish, which will be of interest to many of our listeners. Her experience in organizational leadership allows her to speak to the importance of communication within organizations and why new and diverse talent elevates a company. As opposed to thinking of interns as another person to manage, she invites our listeners to seek out what an intern can teach them, how they can improve the organization, and see the world through a different lens. Pearl has advice regarding what to look for in interns, how to train them, and how to consider what they can do within a company if given the opportunity.If you’re interested in hiring an intern, then you’re not going to want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/302…
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1 Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae 52:00
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Play Later Play Later Lists Like LikedWe’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom she enjoyed while running the firm, while David hired his husband at his firm strategically to support not just his firm, but his lifestyle as well. In this episode, you’ll hear Ashlee and David discuss the good, bad, and the ugly of working with your spouse—from how they take walks (alone) to tag-teaming duties. They also talk about the decision to hire a spouse generally and what it’s like to market your firm with your spouse and serve clients as a team. Ashlee shares what it was like growing her firm during COVID and with three small kids at home. David reminds us of how good things can be when we define our ideal life and work towards it each day while embracing the inevitable challenges. Whether you’re starting your firm with your partner or just starting your firm, you won’t want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/301…
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1 Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho 49:18
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Play Later Play Later Lists Like LikedToday, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIAs. We speak with both Tremaine and Charles about their previous professional backgrounds, including the tears that were shed, the pressure that was applied, and the emptiness they both felt around the work they were doing. We discuss the ideas of time freedom, mission-driven work, and what it feels like to burn out. Tremaine and Charles talk very transparently about what it took in terms of support, mental stamina, and confidence to make the leap and become their own bosses. They highlight what success means to each of them and how, despite the pressure they felt from their employers, it wasn’t about making money. Instead, success to them is all about making an impact. If you’re feeling dissatisfied or unfulfilled in your current position, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/300…
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1 Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks 45:10
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Play Later Play Later Lists Like LikedWe’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards. From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and Matthew share their individual approaches to working within this niche. Some adjust their payment structures and service models to serve their clients better, while others have developed particular marketing techniques that resonate with this community. They also touch on the importance of staying up to date on the ever-evolving nuances within the special needs space and how you should be ready to speak the language of your clients, meeting them where they are. If you’re interested in working with the special needs community, or just hearing what it’s all about, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/299…
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1 Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel 50:43
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Play Later Play Later Lists Like LikedToday, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters. In today's episode, we discuss the intricacies of hosting a podcast as a primary component of a RIA marketing strategy . You’ll learn that each of these advisors approaches their podcasts a little differently in terms of structure, format, and purpose. Aaron and Trishul team up to host their podcast together, while Michael hosts a live show and finds this to be the format that is best suited for him. These three share their experiences leveraging this intimate medium, how listeners desire insights, not information, and how podcasting has allowed them to establish credibility among their listeners and within the industry. They also offer their expertise about which platforms and technology to utilize and tips for keeping a cadence that works for you while maintaining a passion that’s contagious. If you’re interested in exploring what podcasting can do for your firm, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/298…
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1 Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes 51:01
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Play Later Play Later Lists Like LikedWe’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, while James spent most of his career in the tech industry. If you’re contemplating a career change or have been there and done that, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/297…
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1 Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn 55:43
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Play Later Play Later Lists Like LikedWe’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s. If you’re interested in what it’s like to transition an existing firm into the fee-only space and to do it with a dear friend, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/296…
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1 Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman 52:10
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Play Later Play Later Lists Like LikedWe’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in marketing. Today, she shares some of her best advice as a professional marketer and brand builder. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/295…
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Behind The Advisor
1 Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte 53:11
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna. If you’re interested in what it would be like to build a business as a mom and as a woman of color, this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/294…
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Behind The Advisor
1 Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek 51:33
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what their future plans are for themselves and their business. If you want to learn about what it’s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients , then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/293…
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Behind The Advisor
1 Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot 52:31
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolution to understanding the responsibilities of being a fee-only advisor , and how that drove his ultimate decision to open his own firm. He walks us through his experience firing clients, transitioning them over, and eventually acting as a fully independent RIA. Todd speaks to the movement within our industry as being an evolution—not a revolution—and how he feels more deeply committed to his duty as an advisor than ever before. Todd serves nearly 60 clients and utilizes the support of virtual assistants to maintain balance and efficiency within his firm, but plans to hire virtually as he continues to grow. Todd shares his experience of finally finding a community of like-minded advisors, and how giving back, learning, and growing stay at the forefront of his purpose. Todd’s fee-only and fiduciary commitment to his clients drives all aspects of his business. If you want to learn about what it’s like to transition from a broker-dealer to an independent RIA, and the fiduciary and fee-only commitments that come along with it, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/292…
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Behind The Advisor
1 Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle 55:19
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they built Fyooz intentionally to reach their target market: successful, fun, and authentic couples. They discuss what sparked the fire to launch their firm, the sacrifices they made along the way, and how their relationship has allowed them to serve their ideal client base. Together, they serve 30 clients—and have the capacity to serve 50-70 more. Dan and Natalie walk us through how they delineate roles and responsibilities, and the inherent challenges of working with your spouse. They share their candid thoughts about the pressures of the fiduciary oath they’ve taken, how they manage anxiety, and, on a lighter note, discuss what they’ve loved most about building Fyooz. If you want to learn about what it’s like to go into business with your partner, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/291…
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Behind The Advisor
1 Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff 52:36
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN’s Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back in 2018 as one of the original team members. We cover a lot of ground in this episode as we talk about the tech tools Taylor recommends for all advisors, insights into the role technology can play in scaling large business, and, how as someone who has managed anxiety her whole life, she’s been able to make decisions and move projects forward even when she’s not 100% confident. As an avid reader and efficiency whiz, Taylor shares her words of wisdom about uncovering your “why” and leaves listeners with some great book recommendations. If you’re interested in how to leverage a technology mindset in this industry or your practice, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/290…
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Behind The Advisor
1 Ep #289: Navigating the Finance Industry: The Career of Lamar Watson 50:29
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Lamar Watson, owner of Dream Financial planning, a fee-only firm out of Reston, VA, on the show today. Lamar started his career in this industry before he even went to college! He was an avid follower of the stock market and reader of Warren Buffet. While he was in college, he secured an internship at a diverse Scottrade branch where he received valuable insight, training, and mentorship in the financial services industry. Lamar walks us through his career from how he pitched himself in an interview before he even graduated from college to how he climbed the ranks and finally to how and why he decided to open his own RIA. Lamar talks about what it was like to move from a steady high-paying job to working one-on-one with his ideal types of clients—the newbies who have never worked with a financial planner before. If you want to learn about what it’s like to work your way up through this industry and then launch your dream firm, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/289…
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Behind The Advisor
1 Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces 1:18:28
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Play Later Play Later Lists Like LikedToday, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where the industry is headed. If you’re interested in hearing about what XYPN member firms are experiencing this year, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/288…
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Behind The Advisor
1 Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor 59:08
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020. Natalie walks us through her professional background, which includes substantial experience in the financial industry, both on the private side and in the fintech space. Natalie credits her ability to scale her firm so quickly to the scrappiness she garnered while at a startup paired with the intentionality she places around how she executes her meetings and financial plan delivery with clients. Natalie talks about why she had to put potential clients on waitlists, and why she always prioritizes her family time and her client experience and will sacrifice neither to earn more money. If you’re interested in how you can grow your business organically while remaining true to your goals, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/287…
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Behind The Advisor
1 Ep #286: Evolving as a Business Owner: An Update with Helen Ngo 49:19
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t changed at all is her passion for growing her business. Today she serves over 70 client households, the majority of whom are attorneys. She’s settled into a pricing structure that is niched to the needs of her attorney clients, and finds the conversation around pricing to be (surprisingly) simple. Helen reminisces on what it was like to start her firm, and how her priorities have shifted from being the planner to being a real business owner: managing people issues, learning how to communicate more softly, and graduating clients, all while giving her new baby some love in between calls. Listeners will be particularly interested in Helen’s discussion about the pushback she continues to receive around being in the driver's seat of her own career. As a young woman in this industry, people still ask her who she works for when the real question is not who Helen works for, but who works for Helen. Helen’s commitment to her business and this space remains strong, and she’s a fabulous example of what life looks like when you chase your dreams. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/286…
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Behind The Advisor
1 Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy 54:34
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on XYPN Radio. Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking initiative. After recognizing a gap in technical training for cross-border and international planning, Ashley spearheaded an initiative to create content, training, and a designation around the expertise. As Ashley discusses on the podcast, advising in this space is complicated and, like other niches, demands a specific level of competence. Ashley shares how the GFP, which once was a passion project, is now changing the direction of his firm and encourages anyone who wants to get into this space to do so. According to Ashley, the number of clients in dire need of cross-border planning from an advisor who has done their research is unlimited, to be exact. If you’re interested in turning your passion project into a successful second business, this is the episode for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/285…
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Behind The Advisor
1 Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock 46:55
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Brooklyn took an unconventional route when she launched a part-time firm. That’s because she’s still working for fee-only advisors as a paraplanner, a position that allows her to gain deep experience working for her ideal clientele, financial advisors, and exit coaching, a passion of hers. In efforts to combat imposter syndrome as she builds her business, Brooklyn hones her skills and has sought and achieved four different designations. Although building a part-time firm is a slow process, Brooklyn is thrilled with the way her part-time firm fits into her life in the COVID era, and has offered her opportunities she never knew existed. If you’re interested in launching your firm in an unconventional way, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/284…
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Behind The Advisor
1 Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve 49:22
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his client base to focus on a specific employer and explains how a narrow niche and use of LinkedIn and referrals have allowed him to grow his firm rapidly. We also dive into Parkbo, the app Pierre recently created to help his clients with cash flow, and how he plans to build out that business to better serve the masses. We dig into his pricing structure, and what Pierre has to say to advisors who challenge his low fees. Pierre doesn’t hesitate to discuss the things that have been challenging: compliance, working alone, and balancing essentially two businesses, but as he says, he loves his work so it doesn’t feel like work. If you’re interested in what it’s like to start not one but two businesses while continuing to serve a large client base, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/283…
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Behind The Advisor
1 Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin 45:42
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XYPN Books and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors underestimate when starting out. Dan talks about how having a deep understanding of your accounting allows you to make strategic decisions about your firm, compare yourself to benchmarks, seek credit, and even know when it’s the right time to hire. He walks through best practices for reconciling books and creating a chart of accounts, and breaks down what XYPN Books can offer advisors—and what to consider when outsourcing certain aspects of your business. If you’re interested in what it may be like to balance your own books, or outsource it to the pros, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/282…
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Behind The Advisor
1 Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory 53:35
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his career roots by serving engineers. Britton describes the mental and emotional process he went through as he switched his careers, and explains how being a former engineer has been helpful in building a business that serves them so effectively. Britton spends time talking through his decisions about how he prices and delivers his services, and why and how he’s tailored both to the needs of his unique clients. He also talks about the KPIs he tracks, and how the rhythm of the Entrepreneurial Operating System has helped elevate and structure his year. Britton also provides his take on where he envisions the financial services industry heading in the years ahead. If you’re interested in pursuing a career as an advisor but wonder if the leap is worth it, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/281…
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Behind The Advisor
1 Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee 52:33
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. If you’re wondering what it really takes to build an intentional and niched firm, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/280…
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Behind The Advisor
1 Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson 53:04
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Play Later Play Later Lists Like LikedWe’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved into the RIA space and pursued her CFP® designation. Now several years later, Lucy lives in Bozeman, MT, where she leads a 14-member team. Lucy discusses how she was able to successfully make those career pivots (hint: it involved a lot of hustle and leaning in) and how those pivots have brought her to where she is today—a place and position she really loves. She shares when she questioned her “why” and how she continued to imagine and work towards a better, more fitting position for herself. Lucy’s tips aren’t just limited to those in the financial services industry; they’re universal. Listen in as she shares how to carve out a place for yourself, how to hone your mental resilience, and how to manage a high-performing team. As someone who was always used to executing, Lucy also offers sage advice about how to transition from a doer to a manager of doers. If you’re struggling to find a position that’s the right fit for you, then you won’t want to miss this episode. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/279…
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Behind The Advisor
1 Ep #278: Motherhood and Firm Ownership: How To Master Both - Tips from Morgen Rochard 52:17
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Play Later Play Later Lists Like LikedWe’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 been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm. If you’re interested in what it’s like being a parent and business owner, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/278…
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Behind The Advisor
1 Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA 47:30
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Play Later Play Later Lists Like LikedWe’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, and how outsourcing can help you stay sane as you continue to scale your firm. Today, Emily and Sara talk to listeners about compliance concerns related to offering outsourced tax prep, the pricing considerations when offering the service, and advice on how to generally ensure that you’re outsourcing at the right time. Be sure to explore the three new options for engaging with XYTS, because this year, XYTS is preparing to complete over 2000 tax returns, and they already have 700 secured. If you’re interested in what it’s like to outsource tax preparation in your RIA, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/277…
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Behind The Advisor
1 Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author 50:07
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Play Later Play Later Lists Like LikedWe’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 an entrepreneur. Today, she talks about what she has been up to since then: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. Cady talks today about why she chose the topic she did (surprise, it’s not about financial planning!), the actual process she went through to write and publish it, and most importantly she shares some of her tips that she uses with her financial planning clients who want to achieve goals but haven’t yet been able to move towards them. If you’re interested in what it’s like to actually go after your dream, whether it’s launching a firm or writing a book, or both, this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/276…
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Behind The Advisor
1 Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger 1:00:37
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Play Later Play Later Lists Like LikedWe’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning about the dynamic landscape of college planning and student loans. Today, Joe and Heather highlight the issue of students and parents making unprepared and uneducated decisions around these nuanced and evolving topics of college planning and student loans due to a lack of clear and concise information. Joe and Heather challenge advisors to raise the bar of advice in this space by equipping themselves with the tools and resources that their clients deserve. Most importantly, Heather and Joe remind us that clients need advisors who can listen, sympathize, and shine light on the potential long term impact of decisions around paying for college. If you want to be prepared to discuss college and student loan planning with your clients, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/275…
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Behind The Advisor
1 Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward 57:21
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Play Later Play Later Lists Like LikedWe’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for XYPN LIVE. On today’s episode, we hear from George and Lora about what advisors can expect during the two-day training and what they can expect out of incorporating life planning into their firm. Lora and George discuss how life planning has the power to transform the standard client/advisor relationship and turn a financial planning engagement into a long-term, meaningful relationship. George and Lora remind us that listening and mindfulness are fundamentals of the client/advisor relationship. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/274…
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Behind The Advisor
1 Ep #273: Leveraging Video to Establish Credibility - An Interview with Candice Carlton 50:17
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Play Later Play Later Lists Like LikedWe’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in this industry and has begun to share her passion for it with other advisors. Today, you’ll hear Candice talk about how advisors use video as a way to effectively communicate with their prospective clients, as well as their ongoing clients. She discusses how pivoting to video communication can help advisors establish deep credibility, save time, and expand their reach. Candice talks a lot about how video is all about authenticity, not the gear. If you’re interested in how to incorporate video into your practice and learn it in a workshop fashion at a steeply discounted price, then you’ll want to attend her Post-Con, and tune into today’s episode. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/273…
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Behind The Advisor
1 Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden 53:52
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges ranging from hiring to processes. Today, Wendy talks to us about how she’s built two businesses, a robust tax planning firm and an RIA. She talks about the history of both businesses and how unlike other planners, she uses tax planning as a ramp down from her comprehensive planning. Wendy shares with us some of the mistakes she made and what she has mastered in her practice since starting out. If you’re interested in what it’s like to hit the scaling phase, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/272…
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1 Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa 53:11
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Play Later Play Later Lists Like LikedWe’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two dozen clients. Listen as Luis talks about what it’s been like to make that transition while dealing with a global pandemic. Luis speaks to the underrepresentation that the financial planning industry has and he hypothesizes that as advisors continue to break out on their own and develop specific niches, this industry will continue to grow and reach more and more diverse populations. Although Luis feels he is only making a small impact, he has developed a podcast and service model to help make his firm more accessible to people without assets that need financial help. Luis also talks about what it’s like to be an entrepreneur running a firm as a solo-advisor, and how already, he feels the pressure to hire despite only being 6 months in. If you’re interested in what it’s like to start your firm and transition clients during a global pandemic, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/271…
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Behind The Advisor
We’re honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN’s Compliance Coaching Program, Scott and Abby have been able to work together to help Abby scale her compliance program as she continues to grow as a firm owner. Join us as we talk about Abby’s specific compliance needs as she’s grown over the years, but most specifically, her looming SEC registration. We discuss how Scott and Abby have been able to implement a culture of compliance within her firm that has her focusing on compliance for only certain days and times each month. Along with helping Abby gain confidence and experience with her processes, Scott has helped her not fear an audit. If you're interested in how you can scale a compliance program within your growing firm, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/270…
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Behind The Advisor
1 Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn 53:41
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Play Later Play Later Lists Like LikedWe’re excited to have both Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Simply put, starting your journey towards running your own RIA can be stressful, and one of the most stressful parts of it is just getting started with compliance. There's so many unknowns: how you will charge, what services you're going to offer, and there's so many to do’s. Join us as Kendra and Travis walk through XYPN's Initial Registration process and remind us how the goal of the process isn't just to get someone registered at the state level, but to help them feel confident and comfortable with their compliance program. Listen as they share how to prepare for the compliance process, what to expect during it, and what to do afterwards. And finally, learn from Travis and Kendra, who have registered hundreds of firms around the country, as they ensure advisors that they have the support they need to feel prepared and confident with their compliance program. If you're interested in what it takes to have a successful initial registration process, then this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/269…
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1 Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon 52:15
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Play Later Play Later Lists Like LikedWe’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/268…
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Behind The Advisor
1 Ep #267: Supporting BIPOC Advisors on the Path to the CFP 52:15
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Play Later Play Later Lists Like LikedWe’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey pursuing it; and ultimately the scholarships and opportunities the XYPN Diversity Committee offers to advisors both in and out of the Network to make the CFP® more accessible, achievable, and utilized within our industry. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/267…
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Behind The Advisor
1 Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk 58:22
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Play Later Play Later Lists Like LikedWe’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/266…
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1 Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright 57:31
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Play Later Play Later Lists Like LikedJoin us as we discuss Jocelyn Wright’s experiences being the first and only Black person in many rooms over the years in her industry, and how she has viewed it as an opportunity to lean in by networking. Learn from Jocelyn's passion for her work and the importance of our current environment for making real change in our industry. Finally, listen to her message around diversifying the industry and how if we don't act now, we may lose this opportunity forever. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/265…
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1 Ep #264: The Significance of the Reg BI Challenge with Michael Kitces 56:38
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Play Later Play Later Lists Like LikedWe’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Today, Michael shares what that ruling means and how XYPN plans to respond to it. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/264…
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1 Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez 55:13
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly of the experience and credits it for training him on establishing real personal rapport with clients. After starting his CFP® curriculum and leaving Merrill, he decided to open up his own RIA with a then-business partner, both when they were just in their mid 20s. Although the partnership only lasted for about a year, Levi serves over 60 clients today on his own. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/263…
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1 Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas 1:02:04
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. With 40 years of experience in this industry, Therese has spent time working in the insurance business with employee benefits as well as a substantial stint at LPL. However, it wasn't until 2016 when Therese decided to sell her commission business and open up her own fee-only firm. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/262…
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1 Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom 1:00:24
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and providing advice when the music economy began to move to digital and the U.S. economy headed into the 2008 recession, and found herself without a job. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/261…
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1 Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes 56:47
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network and joined the then-group of 30 financial advisors and discovered how he wanted to build his own firm. Being a planner, however, Tyler wanted to launch and run his firm while remaining cash flow positive, so unlike a lot of advisors, Tyler took a part-time job to make the dollars work. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/260…
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1 Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group 1:04:57
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Play Later Play Later Lists Like LikedRooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundation for what is now a four-person company. Today Amy and her team join the show to discuss their unique experiences joining a rapidly growing practice. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/244…
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1 Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey’s Financial Trex 56:45
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Play Later Play Later Lists Like LikedDenise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/243…
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1 Ep #242: Film Production to a Lifestyle Firm: The Career Change of Rob Brown 48:52
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Play Later Play Later Lists Like LikedToday XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starting a new business, as well as what it's like running a business while being a first-time father. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/242…
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1 Ep #241: Erik Klumpp - From Stay-At-Home Dad To Owning Three Businesses 54:35
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Play Later Play Later Lists Like LikedErik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to start his own firm and the sacrifices he had to make to be a stay-at-home dad while growing his business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/241…
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1 Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff 54:09
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Play Later Play Later Lists Like LikedRelationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practice and how he works every day. Originally from South Africa, Hillel opens up about his journey to the U.S. for schooling, as well as how he eventually how he found his way into finance and discovered his passion for serving engineers and families. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/240…
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1 Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold 57:25
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Play Later Play Later Lists Like LikedScott Arnold is the owner of Impact Folio, a fee-only firm in Denver, Colorado. After starting his career in this industry—working both at Schwab and an RIA—he realized he wanted to offer impact investing to clients on a broader scale, in a personalized way. Today he joins the show to discuss how the ESG investment model impacts his business and why he decided to go from a solopreneur to a partnership structure. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/239…
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1 Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm 1:00:56
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Play Later Play Later Lists Like LikedLeighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to graduate from high school. Because of this, she has a deep understanding of the stress that finances can have on someone at an early age. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/238…
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1 Ep #237: Personalize Your Sales Process with BB Webb 58:55
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Play Later Play Later Lists Like LikedBB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237…
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1 Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman 59:50
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Play Later Play Later Lists Like LikedKingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to expect when it comes to audits. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/236…
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1 Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS 1:02:45
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Play Later Play Later Lists Like LikedToday we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each started their firms at approximately the same time with the intention of always being their own bosses. After knowing each other for years, the four could no longer deny their synergy and finally decided to merge into one firm. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/235…
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1 Ep #234: A Successful Succession Plan with David Shotwell 59:59
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Play Later Play Later Lists Like LikedToday we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you never stop learning in this industry. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/234…
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1 Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal 59:04
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Play Later Play Later Lists Like LikedAlex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independent RIA. Now the owner of Everlong Financial, he specializes in the personal relationship side of the services. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/233…
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1 Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley 59:19
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Play Later Play Later Lists Like LikedToday XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about the ups and downs they faced along the way and the difficulties they've navigated over the years as they've built their business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/232…
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1 Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths 1:02:17
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Play Later Play Later Lists Like LikedLorri DeFoor started her career as a math teacher, and though she loved it, she became restless just a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financial Inc. She joins the show today to discuss the challenges of starting a firm after only one year of experience in the business and how she navigated her way through a life-changing career change. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/231…
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1 Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces 1:01:27
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Play Later Play Later Lists Like LikedEvery year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/230…
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1 Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan 54:53
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though he loved his work, he found that he was drawn to financial planning and decided in 2010 to start his own firm on the side. While Dave remained employed full time at Crayola for seven years while he ran his firm part time, he found that he was having trouble balancing all of his personal and professional responsibilities, and ultimately, his mental health declined. Dave became restless, anxiety-ridden and depressed, which ultimately led to his decision to leave Crayola and focus on a career that gives him the most fulfillment. Join us as we discuss the mental health stigma and Dave’s career-path, from having a high-level position in a corporate environment to running his own firm. Learn how he has prioritized happiness and ways to practice self-care through meditating, eating right, and more. Finally, listen as we talk about embracing what he calls an “experimental attitude” and having fun discovering what serves you in order to ultimately serve your clients more authentically. If you're interested in hearing about how to take care of yourself personally during these turbulent times, this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/259…
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1 Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee 1:00:31
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Play Later Play Later Lists Like LikedWe 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 and she expresses the challenges she and others have faced when starting a business, particularly in those first few years. Join us as we talk extensively about niches: from 2018 when Angie’s niche was college planning to today, where she now serves women in the STEM industries. Listen as she discusses how she leverages the support of coaches, training, and her network to help her not only stay motivated, but to hone her message and her niche. If you're interested in understanding how to pivot a niche, then this podcast is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/258…
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1 Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell 1:02:54
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Play Later Play Later Lists Like LikedWe’re excited to have XYPN members Diana Bacon with FSG out of Dallas, TX, and Scott Bell with GDP Inc out of Manhattan Beach, CA on today's show. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experiences getting started in the industry and their decision to go out on their own during such a tumultuous time in our history. You’ll also hear Diana and Scott share their advice about what to consider when starting a business during a recession for those of you who are hoping to break into the industry. Finally, you’ll learn about the changes that they've witnessed throughout their careers: the entrance of more women into the industry, the impact of technology, the ability to reach diverse clients, and finally, how the industry has become more and more focused and in demand of real client relationships. Although our world has changed as we're each faced with so much uncertainty around COVID-19, not much has changed for Diana or Scott; their strategies remain the same and their passion continues to drive their work. If you're interested in what it's like to launch and grow a business during a recession, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/257…
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1 Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team 1:05:37
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Play Later Play Later Lists Like LikedThis week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experiences, opportunities, and hardships. As we braced for a new reality, the XYPN Advisor Success team rolled out "The Way Forward", an initiative that leans on the expertise of all of these coaches to provide advisors with the tools they need to handle the 2020 market disruption and beyond. Today, Emily, Arlene, Carolyn and BB share what they've built for our advisor community, including the resources and programs that comprise “The Way Forward.” From providing open coaching opportunities to webinars and educational courses around how to market in our new world. Emily and Arlene speak directly about actionable steps advisors can take to plan for and build a business in today's environment while Carolyn and BB discuss changes to your marketing/sales processes. What they do all agree on is keeping the human component of the advisor client relationship front and center. There's no denying that we're in a shared crisis with our clients for the first time ever. This provides a meaningful opportunity for advisors to be seen as solution providers to their clients, but more importantly, a real human that understands what it's like to wake up every day right now with uncertainty. If you're interested in what XYPN has done and continues to do to support advisors in a time of crisis, this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/256…
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1 Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies 58:19
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Play Later Play Later Lists Like LikedWe’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space, but while pursuing his MBA, he was drawn to financial planning. Shortly after graduating, Chuck changed careers by taking a position at a fee-only RIA—what he describes as the perfect entry point into this space. In today's episode, Chuck details his six-year journey developing the skills and tools needed to run an RIA while pursuing his CFP designation. As a self-described introvert, Chuck has leaned into a community of like-minded financial advisors with the belief that the more willing you are to put yourself out there, the more you'll get back in return. Through his journey, Chuck felt the itch to go out on his own—to serve clients he wanted, on his terms—which led to his decision to open up his own RIA. Launching a firm provided Chuck the flexibility to focus on his priorities—spending time with family and staying mentally and physically healthy—and to ramp up his firm now that his kids are getting older. Whether you're an introvert wondering if you can create a path in financial planning or a career changer looking to make the switch, this episode has something for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/255…
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1 Ep #254: Lessons and Similarities of Past Market Downturns 55:22
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Play Later Play Later Lists Like LikedToday, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago, his firm was just getting established. Now, he's returned to share how his business has not only survived but thrived through recent market volatility. What struck me most during our conversation was Kenneth's remarkable achievement: amid significant market turbulence, his firm didn't receive a single panicked client call or email. This wasn't luck—it was the result of a deliberate strategy. Kenneth shared fascinating parallels between client responses to COVID-19 market conditions and what he witnessed during previous downturns in 2001 and 2008. He's identified consistent patterns in investor psychology and developed a communication approach that addresses concerns before they escalate into panic. If you're interested in how to run a hyper-efficient team while giving your clients an unprecedented level of comfort, you won't want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/254…
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1 Ep #253: How to Communicate Authentically with Clients During a Time of Crisis 1:00:44
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Play Later Play Later Lists Like LikedWe’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients. As we continue to navigate through life during the COVID-19 pandemic, you’ll hear us cover: the importance of showing empathy, compassion and patience to your clients; how Meg, Ian, Brian and Leighann have facilitated conversations with current clients and potential clients that have created deep and lasting meaningful connections and trust; and Kinder’s “turnaround” approach as a means to refocus the conversation on how the client really feels. You’ll hear the passion in each of their voices, become inspired by their commitment to serving clients wholeheartedly, and learn how you too can improve the discourse between you and your clients long into the future and hopefully keep our profession moving in the right direction. If you're interested in improving your ability to connect meaningfully and authentically with your clients during this time of COVID and into the future, then you won't want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/253…
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1 Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility 1:01:30
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Play Later Play Later Lists Like LikedWe are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia Beach, VA - on the show today. Both Sean and Paul served in the Navy for over 20 years, and chose financial planning as their encore careers. We discuss at length how Sean and Paul teamed up to rebrand Paul’s RIA into their own three years ago after meeting by chance through a Facebook Group and how they began to serve their people: former and active military members. We also talk about the benefits of the monthly retainer model and how charging their clients on a monthly fee has insulated them from the impact of the COVID-19 pandemic. With COVID-19 changing many aspects of our lives, learn how Sean and Paul have managed to stay successful because of their choice in niche (military personnel), their active participation within their online communities, and their partnership. If you’re interested in how to build a business that protects you, your business, and clients during turbulent and uncertain times, then this episode is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/252…
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1 Ep #251: Making Advice Available in the Time of COVID-19 1:02:06
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Play Later Play Later Lists Like LikedOn this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/251…
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1 Ep #250: Transitioning into a Family Business - The Career of Scott Weiss 55:08
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Play Later Play Later Lists Like LikedScott Weiss is the owner of Weiss Financial Group, a fee only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, as well as why he decided to leave that industry and enter into the financial planning profession. Listen in as we delve into Scott’s story: what it was like joining a family firm, how they broke the business into a tax firm and a financial planning firm, the experience of earning his CFP®, and what he’s doing to stay relevant to his ideal client base. We recorded this episode March 20, 2020, when the world started to spiral into this state of uncertainty as a result of the COVID-19 pandemic. Scott talks about where we are today as a country and as an industry, and he shines light on how he's been able to leverage a community, his network, and his education to ensure that he can show up for his clients, himself, and his family. If you're interested in how to grow a family business or how to just keep your head above water during these wild times, this show is for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/250…
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1 Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams 54:56
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Play Later Play Later Lists Like LikedMartha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us and how the underlying desire to help people followed her with every career move she made. In 2017, she finally broke out on her own and was able to transition and continue to serve over 40 client households from her previous firms, preserving the long-term relationships that she had built over those years. Listen in as she delves into the flexibility that owning her own firm affords her and how she dealt with the imposter syndrome, as well as the role of women in this profession and where she thinks the industry is heading. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/249…
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1 Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter 54:49
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Play Later Play Later Lists Like LikedTrent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective on the show today about having built not just one firm over the years, but two. Join us as we talk about his investment in networking and how it paid off big time as he progressed through his career, as well as Trent’s sage advice around goal setting, being okay with goals not working out, and creating a firm that allows you to live your best life. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/248…
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1 Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie 56:59
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Play Later Play Later Lists Like LikedCliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, going from Merrill Lynch to an independent big broker-dealer, and then ultimately becoming the owner of his own RIA. He joins the show today to discuss his unique perspective on running a firm that serves over 100 clients while still maintaining valuable time to spend with his wife and family. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/247…
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1 Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje 53:52
53:52 Play Later Play Later Lists Like Liked53:52
Play Later Play Later Lists Like LikedKelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246…
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Behind The Advisor
1 Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan 57:54
57:54 Play Later Play Later Lists Like Liked57:54
Play Later Play Later Lists Like LikedJoe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the corporate side of this industry and after nearly 20 years, he is experiencing the most joy he ever has - joy he credits to his firm. Today Joe joins the show to share his advice for advisors breaking out on their own and reminds us how great it can be when you push through the hardships of getting started. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/245…
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