XYPN Radio

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach...

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Ep #267: Supporting BIPOC Advisors on the Path to the CFP

We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel...

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Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

We’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about...

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Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The...

Join us as we discuss Jocelyn Wright’s experiences being the first and only Black person in many...

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Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show...

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Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, Th

We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in...

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Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, T...

We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only...

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Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career...

We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only...

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Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of...

We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only...

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Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More F...

We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in...

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Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning,...

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Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

We’re excited to have XYPN members Diana Bacon with FSG out of Dallas, TX, and Scott Bell with...

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Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene...

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Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the...

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Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a...

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Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on...

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Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm...

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Ep #251: Making Advice Available in the Time of COVID-19

On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by...

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Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Scott Weiss is the owner of Weiss Financial Group, a fee only firm in Mahopac, NY. In today’s...

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Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like...

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