XYPN Radio

Episode No. 373 | November 01, 2023

XYPN’s 2023 Benchmarking Study Highlights LIVE

With Alan Moore & Michael Kitces

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UPDATE: We've published a deeper dive into the stats HERE! 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 K …

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Episode No. 372 | October 18, 2023

How To Find Success While Doing the Next Right Thing

With Mike Kelly

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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 …

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Episode No. 371 | October 04, 2023

How Life’s Detours Can Support Your Dream Job

A Conversation with Natalie Taylor

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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 …

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Episode No. 370 | September 20, 2023

Mastering the RIA Transition from CIO to Successful Founder

With Terri Spath, CFA®, CFP®

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Our guest today 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 sh …

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Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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Episode No. 368 | August 23, 2023

Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

With Erik Kroll

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Our guest today shares how 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 …

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Episode No. 367 | August 09, 2023

How Resilience and Community Paved a Path to Success

With Leland Gross

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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 …

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Episode No. 366 | July 26, 2023

When Taking Custody & Engaging Virtual Assistance is Right For Your RIA

With Kate Yearwood Young

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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®, fou …

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