XYPN Radio

XYPN Radio is dedicated to building a network of fee-only financial planners turning their dream to serve who they want, how they want into a profitable and successful reality.

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Episode No. 389 | June 12, 2024

Going Full-time as a Solopreneur

With Linden Cornett

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In this special episode of XYPN Radio, 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 …

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Episode No. 388 | May 29, 2024

Unlocking the Power of a Partnership

The Evolution of AVID Planning with Jack Arnold and David Harpool

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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 an …

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Episode No. 387 | May 15, 2024

Balancing Motherhood and Management While Scaling an RIA

With Rebecca Conner

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In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca …

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Episode No. 386 | May 01, 2024

Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool

With Reese Harper and Carl Richards

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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 te …

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Episode No. 385 | April 17, 2024

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

With Alan Moore and Michael Kitces

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Today’s episode is a special edition of XYPN Radio as we celebrate 10 years of XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the unta …

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Episode No. 384 | April 03, 2024

How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years

With Cathy Curtis

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I am honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, where she delved into her passion for running a solo practice tailored primarily to women who are single, heads …

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Episode No. 383 | March 20, 2024

Grow Your Firm Faster by Leveraging Your Former Career

with Mike Zung

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Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture …

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Episode No. 382 | March 06, 2024

Leveraging Your Wirehouse Experience to Shape Your Fee-only Firm

With Jennifer Kang

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I'm so excited to return as the full-time host of XYPN Radio! And what a great episode to kick off with. Joining me is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two deca …

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