XYPN Radio / Advisor Success

Episode No. 397 | October 30, 2024

Redefining Success In Your Financial Planning Firm

With Brenna Baucum, CFP®, CTS™

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In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. Brenna s …

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Episode No. 398 | October 16, 2024

Supporting Childfree Clients with Financial Planning and Beyond

With Jay Zigmont, PhD, MFA, CFP® and Bri Conn

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In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Br …

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Episode No. 397 | October 02, 2024

Empowering Internationally Born Clients Through Financial Planning

With Jane Mepham, CFP®

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In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …

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Episode No. 396 | September 18, 2024

Leading a Growing Advisory Firm

With Nathan Donohue CFP®, RICP®, CLU®, CLTC®

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In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer in 2021 and what it takes to r …

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Episode No. 395 | September 04, 2024

Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals

With Caleb Brown, MBA, CFP®

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In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …

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Episode No. 381 | February 21, 2024

The Power of YouTube: Strategies for Building Your Clientele

With Patrick King

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This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an …

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Episode No. 376 | December 13, 2023

Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

With Maggie Klokkenga

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In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …

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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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