Episode No. 397 | October 30, 2024
Redefining Success In Your Financial Planning Firm
With Brenna Baucum, CFP®, CTS™
In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, 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. Brenna s …
Episode No. 398 | October 16, 2024
Supporting Childfree Clients with Financial Planning and Beyond
With Jay Zigmont, PhD, MFA, CFP® and Bri Conn
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. With over 25% of the population identifying as childfree, Jay and Br …
Episode No. 397 | October 02, 2024
Empowering Internationally Born Clients Through Financial Planning
With Jane Mepham, CFP®
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, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …
Episode No. 396 | September 18, 2024
Leading a Growing Advisory Firm
With Nathan Donohue CFP®, RICP®, CLU®, CLTC®
In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, 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 in 2021 and what it takes to r …
Episode No. 395 | September 04, 2024
Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals
With Caleb Brown, MBA, CFP®
In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …
Episode No. 394 | August 21, 2024
How to Lead a Passion-Driven Ensemble Firm
With Jason Speciner, CFP®, EA
On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, 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 shar …
Episode No. 393 | August 07, 2024
How Focusing on a Niche Allows You to Love Your Work
With Ashley Foster, CFP®
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 …
Episode No. 392 | July 24, 2024
Making The Transition From a Broker Dealer to Launching Your RIA
With Jamie Lima, CFP®, CDFA®, MBA
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 man …