Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
This year, we announced that we would be suing the SEC over Regulation Best Interests, better...
01:10:10
Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a...
53:40
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen
Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders...
53:02
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed...
56:14
You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find...
01:01:28
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla...
01:03:11
Ep #222: Building Your Business with Intentionality featuring Eric Roberge
Starting and running a business takes intentionality, but it's easy for that intention to fizzle...
01:02:32
Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show!...
58:08
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show...
52:09
Daniel Hannoush is an excellent example of how well niches can work. After spending years trying...
01:03:45
Today's guest has found impressive success working with retirees and soon-to-be retirees in the...
57:24
Ed Coambs has had a unique journey into the financial planning field. After starting his career...
01:09:58
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing...
58:37
Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle
In financial planning, you can’t be all people, and you can’t be all numbers. This is also true...
01:06:10
Ep #214: A Three-Year Check-In with Shawn Tydlaska
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only...
01:02:56
How financial advisors are charging for services and what should be considered fair and...
01:06:46
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters
Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so...
48:24
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe
Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss...
01:04:07
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show!...
59:08
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson...
52:35
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