XYPN Radio / Acquisition

June 26, 2019

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …

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January 30, 2019

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …

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