XYPN Radio

Episode No. 364 | June 28, 2023

Becoming a Student of Your Own Art

With Terry Bradford-Crane

Guest Headshot

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 …

Listen now

Episode No. 363 | June 14, 2023

Finding Your Fit and Equity Compensation as a Powerful Niche

A Conversation with Christine Amill Centeno

Guest Headshot

If you’re interested in how finding your fit 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 servi …

Listen now

Episode No. 362 | June 01, 2023

The Benefits of Fee-restructuring & Other Mid-course Growth Decisions

A Conversation with John Underhill

Guest Headshot

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 as working through growth and fee structuring decisions, this episode is for you! XYPN member John …

Listen now

Episode No. 361 | May 17, 2023

Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill

With Brian O’Neill

Guest Headshot

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 …

Listen now

Episode No. 360 | May 03, 2023

From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients

A Conversation with Kaysian Gordon

Guest Headshot

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!

Listen now

Episode No. 359 | April 19, 2023

From CPA to Starting & Growing Your Own RIA

A Conversation with Mike Troxell

Guest Headshot

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!

Listen now

Episode No. 358 | April 05, 2023

When “Having It All” Looks Different Than You Planned

A Reflective Conversation with Betty Wang

Guest Headshot

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 …

Listen now

Episode No. 357 | March 22, 2023

The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client

A Conversation with Jake Northrup

Guest Headshot

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 …

Listen now

Get episode alerts by email