Behind The Advisor
Behind The Advisor is an XYPN podcast that goes behind the scenes of launching, running, and growing a fee-only financial planning firm. Hosts hold candid conversations with industry leaders and practicing advisors about the real challenges, victories, and lessons of building an independent practice. Episodes cover topics like client acquisition, business operations, pricing, and scaling a firm. It is aimed at both new and experienced advisors who want practical, frontline insights. The tone is honest and purpose-driven, focused on building a firm on your own terms.
Episodes
Ep #419: Navigating Success: From Startup to Thriving Enterprise
What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person fintech, embracing AI, evolving as a leader, and staying true to your vision along the way.
Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
What if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern Financial Advisor host Mike Langford to explore how podcasting helps advisors build trust, clarify their message, and create content that continues working long after it's published.
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how Stone Steps has grown from a solo launch into a five-person firm serving tech and biotech professionals, retirees, and families with complex planning needs. Scott also discusses how f
Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, educatio
Ep #415: Balanced PM Preview: Breaking Down Stagflation
Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking. In this special preview episode, Joe an
Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without clients or a safety net, and by month 15 he'd stopped pulling from savings. In this episode, Greg talks about making the leap, finding your niche, and why lived experience might be your biggest asset.
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.
Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice.
Ep #411: Growing Through Change: Building a Balanced Financial Practice
In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serv
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.
Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm
Ryan 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'.
Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm
Leaving 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 tha
Ep #407: A Decade of Building XYPN from the Inside Out
In 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,
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Going 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 cre
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
On 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
Ep #404: Building a Purpose-Driven Practice in Three Months
XYPN 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 stra
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
On 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 discoverabi
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
In 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
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
XYPN 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
Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE
What'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
Ep #399: Redefining Success In Your Financial Planning Firm
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.xyplanningnetwork.com/399
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
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
Ep #397: Empowering Internationally Born Clients Through Financial Planning
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 inspired her to shift careers and launch her own firm.
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
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 information by visiting this link: https://www.xyplanningn
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown
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 compensation and hiring timelines, as well as pr
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
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 they've overcome along the way. FPFoCo now serves ov
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster
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 over 50 clients, focusing primarily on young to mid-
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA
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 amid the COVID pandemic of 2020. Jamie shares his unc
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
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 origins of their partnership, their strategic collabor
Ep #390: Leveraging Lived Experience to Serve Business Owners
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 delve into John's unique "barbell" approach to cl
Ep #389: Going Full-time as a Solopreneur with Linden Cornett
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 systems and processes that allow her to scale and t
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
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 their firm. They discuss the considerations required
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
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 while also maintaining a manageable work-life balance
Ep #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic Tool
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. Reese shares how his frustrations with the lack of re
Ep #385: XYPN From "NextGen" to the "NextTen:" A Growth Story
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 complementary strengths and a commitment to innovatio
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
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 the industry and how many tools are now availa
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
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 strategies, successfully transitioning from p
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, 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
Ep #381: 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 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 int
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
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 diverse client populations. From hourly consultations
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 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,
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 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 le
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
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 successfully built his own client base from scratch
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
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
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 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, N
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 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
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 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
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 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
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 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 c
Ep #370: Mastering the RIA Transition from CIO to Successful Founder
Our 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 cli
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
From 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 t
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
Not 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 c
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 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 discov
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 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 t
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
If 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 t
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
If 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, a
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno
If 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 h
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
If 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 f
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O'Neill
In 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
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
If 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 y
Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
If 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
Ep #358: When "Having It All" Looks Different Than You Planned: A Reflective Conversation with Betty Wang
If 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
Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
If 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 en
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
Andie 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
Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin
Frank 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 bu
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke
In 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
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder
Whether 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 ca
Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
We'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 bei
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
At 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 succes
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
We'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 becau
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
We'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 learne
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
Today 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
Ep #347: XYPN's 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
Co-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
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
In 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 selli
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
Today 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
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
We'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 a
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller
Today, 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 bu
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns
We'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. Shor
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®
We'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. Co
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®
We'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
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