XYPN Radio / Advisor Posts (2)

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. 356 | March 08, 2023

Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years

A Conversation with Andie Clark

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If you’re interested in learning how niching what you know and starting a group focused around that niche can help grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virt …

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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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Episode No. 344 | September 21, 2022

Knowledge Gap

A Conversation with Cody Garrett

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We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …

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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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