XYPN Radio / Building Your Firm (3)

Episode No. 340 | July 27, 2022

Successfully Scaling an Advice-Only Firm Serving the Dentist Niche

A Conversation with Sharon Weaver, CFP®

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We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …

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Episode No. 339 | July 13, 2022

Building a Profitable Fee-Only Firm & Working Part-Time

A Conversation with Chad Holmes

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We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …

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Episode No. 338 | June 29, 2022

Scaling to 100 Clients in 3 Years & Working 3-Day Weeks

A Conversation with Ryan Greiser, CFP®

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We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …

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Episode No. 336 | June 01, 2022

Finding Balance Building a Boutique Firm & Serving the Dentist Niche

A Conversation with Reese Harper

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We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …

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Episode No. 335 | May 18, 2022

Building a Fee-Only Lifestyle Firm Through Good Times and Bad

A Conversation with Danielle Harrison

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We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …

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Episode No. 328 | February 09, 2022

An RIA Consultant’s Advice for Building Your Firm

A Conversation with Cameo Roberson

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Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into C …

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Episode No. 327 | January 26, 2022

Building Confidence to Launch and Grow Your Ideal Firm

A Conversation with Heather Townsend

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Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …

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Episode No. 325 | December 29, 2021

Changing Careers & Growing a Successful Fee-Only Firm

An Interview With Jennipher Lommen

Changing Careers & Growing a Successful Fee-Only Firm

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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