Episode No. 400 | November 15, 2024
XYPN’s 2024 Benchmarking Study Highlights LIVE
With Alan Moore and Michael E. Kitces
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What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …
Episode No. 394 | August 21, 2024
How to Lead a Passion-Driven Ensemble Firm
With Jason Speciner, CFP®, EA
On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to shar …
Episode No. 393 | August 07, 2024
How Focusing on a Niche Allows You to Love Your Work
With Ashley Foster, CFP®
In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley …
Episode No. 392 | July 24, 2024
Making The Transition From a Broker Dealer to Launching Your RIA
With Jamie Lima, CFP®, CDFA®, MBA
In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from man …
Episode No. 391 | July 10, 2024
Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
With Ed Smith CFP®, MBA and Amanda Lique
In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey …
Episode No. 390 | June 26, 2024
Leveraging Lived Experience to Serve Business Owners
With John Bovard, CFP®
In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …
Episode No. 389 | June 12, 2024
Going Full-time as a Solopreneur
With Linden Cornett
In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …
Episode No. 388 | May 29, 2024
Unlocking the Power of a Partnership
The Evolution of AVID Planning with Jack Arnold and David Harpool
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes an …
