XYPN Radio

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

Today’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with...

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• 2 días

Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN...

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• 16 días

Ep #383: Leveraging Your Former Career to Grow Your New Firm with Mike Zung, CFP®

Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in...

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• 30 días

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

In this episode, Maddy Roche returns as the full-time host of XYPN Radio.  Joining her is XYPN...

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• 1 mes

The Power of YouTube: Strategies for Building Your Clientele

This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to...

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• 2 meses

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

Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder...

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• 2 meses

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

Embracing your authentic self can be terrifying, but our guest today took the leap and built an...

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• 3 meses

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

Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and...

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• 3 meses

Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA

XYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt...

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• 4 meses

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

In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make...

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• 4 meses

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

Many of our recent guests have discussed how things are 2,3, 4 years after starting. But what...

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• 5 meses

Ep #374: When Your Life Partner Makes for the Best Business Partner

Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders...

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• 5 meses

Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE

What does it look like to scale your RIA and how long does it take? How big of an impact does it...

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• 5 meses

Ep #372: How To Find Success While Doing the Next Right Thing

Doing the right thing in the financial world often involves speaking up and knowing when to go...

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• 6 meses

Ep #371: How Life's Detours Can Support Your Dream Job

Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can...

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• 6 meses

Ep #370: Mastering the RIA Transition from CIO to Successful Founder

Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from...

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• 7 meses

Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management

Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®,...

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• 7 meses

Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

 Our guest today shares how not only are students of all ages needing financial guidance, the...

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• 8 meses

Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross

We often hear how the network of support and connection that XYPN offers is a strong component of...

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• 8 meses

Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young

If you’re wondering whether taking custody of client accounts and a virtual assistant is right...

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• 9 meses