พอดคาสท์ Xy Planning Network ชั้นนำ (2024)

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Ep #399: Redefining Success In Your Financial Planning Firm 52:00

9h ago52:00

52:00

In 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.xypla…

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Ep #398: Supporting Childfree Clients with Financial Planning and Beyond 55:52

14d ago55:52

55:52

In 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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Ep #397: Empowering Internationally Born Clients Through Financial Planning 55:50

28d ago55:50

55:50

In 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 insp…

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Ep #396: Leading a Growing Advisory Firm with Nathan Donohue 50:53

1M ago50:53

50:53

In 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 informat…

1
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 1:01:36

2M ago1:01:36

1:01:36

We 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…

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Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 56:51

2M ago56:51

56:51

In 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 th…

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Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

3M ago55:55

55:55

In 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 ov…

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Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

3M ago51:43

51:43

In 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 ami…

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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

4M ago58:28

58:28

In 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 orig…

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Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

4M ago55:48

55:48

In 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…

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Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

5M ago51:11

51:11

We 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 s…

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Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

5M ago54:05

54:05

In 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 the…

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Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

6M ago55:04

55:04

In 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 whil…

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Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

6M ago59:19

59:19

On 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. Rees…

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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

7M ago1:09:19

1:09:19

In 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 complem…

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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

7M ago1:01:24

1:01:24

I'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 …

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Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

7M ago59:46

59:46

Today 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…

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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

8M ago54:59

54:59

In 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 conf…

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Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

8M ago47:08

47:08

This 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 financi…

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Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

9M ago56:46

56:46

Explore 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 div…

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Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

9M ago53:01

53:01

Embracing 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 Pea…

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Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36

10M ago52:36

52:36

Join 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…

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Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08

10M ago55:08

55:08

Matt 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 succe…

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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34

11M ago54:34

54:34

Maggie 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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Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25

11M ago49:25

49:25

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! Whether you're an aspiring business owner, a new entrepreneur navigating challenges, or a…

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1
Ep #399: Redefining Success In Your Financial Planning Firm 52:00

1
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond 55:52

1
Ep #397: Empowering Internationally Born Clients Through Financial Planning 55:50

1
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue 50:53

1
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 1:01:36

1
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 56:51

1
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

1
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

1
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

1
Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

1
Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

1
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

1
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

1
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

1
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

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

1
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

1
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

1
Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

1
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

1
Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

1
Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36

1
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08

1
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34

1
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25

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