XYPN Radio / Advisor Posts

Episode No. 375 | November 29, 2023

Building Eden: Exploring The Heart Of Year One In A New RIA

Exploring The Heart Of Year One In A New RIA

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Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …

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Episode No. 361 | May 17, 2023

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

With Brian O’Neill

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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 …

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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

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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!

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Episode No. 358 | April 05, 2023

When “Having It All” Looks Different Than You Planned

A Reflective Conversation with Betty Wang

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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 …

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Episode No. 351 | December 28, 2022

The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together

With Dillon Cobb, Andrew Gray, and Allen Mueller

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At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, …

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Episode No. 350 | December 14, 2022

From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between

A Conversation with Daniel Yerger

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We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …

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Episode No. 345 | October 05, 2022

The Power of Personal Experience in Finding Your Niche

A Conversation with Maggie Beach

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Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information a …

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December 29, 2021

Changing Careers & Growing a Successful Fee-Only Firm

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her chil …

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