XYPN Radio

Episode No. 341 | August 10, 2022

Embracing Career Change & Finding Success Serving the Tattoo Artist Niche

A Conversation with Colton Etherton

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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 M …

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Episode No. 340 | July 27, 2022

Successfully Scaling an Advice-Only Firm Serving the Dentist Niche

A Conversation with Sharon Weaver, CFP®

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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 cen …

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Episode No. 339 | July 13, 2022

Building a Profitable Fee-Only Firm & Working Part-Time

A Conversation with Chad Holmes

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We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …

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Episode No. 338 | June 29, 2022

Scaling to 100 Clients in 3 Years & Working 3-Day Weeks

A Conversation with Ryan Greiser, CFP®

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We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …

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Episode No. 337 | June 15, 2022

Launching a Firm With Investment Management Experience & Serving Firefighters

A Conversation with Patrick Clark

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We’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, …

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Episode No. 336 | June 01, 2022

Finding Balance Building a Boutique Firm & Serving the Dentist Niche

A Conversation with Reese Harper

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We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …

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Episode No. 335 | May 18, 2022

Building a Fee-Only Lifestyle Firm Through Good Times and Bad

A Conversation with Danielle Harrison

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We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …

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Episode No. 334 | May 04, 2022

The Future of #XYPNRadio

A Conversation with Alan Moore and Maddy Roche

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Today’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since …

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