XYPN Radio / Building Your Firm (4)

Episode No. 324 | December 15, 2021

The Power of Preparation & Perseverance in Building Your Ideal Firm

An Interview with Wes Shannon

The Power of Preparation & Perseverance in Building Your Ideal Firm

We’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses …

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September 08, 2021

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares …

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August 25, 2021

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Today we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about t …

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February 03, 2021

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writi …

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January 27, 2021

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolut …

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Episode No. 291 | January 20, 2021

Serving Couples as a Couple

An Interview with Dan and Natalie Slagle

Serving Couples as a Couple

We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they …

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January 06, 2021

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌ ‌member‌ ‌Lamar‌ ‌Watson,‌ ‌owner‌ ‌of‌ ‌Dream‌ ‌Financial‌ ‌planning,‌ ‌a‌ ‌fee-only‌ ‌firm‌ ‌out‌ ‌of‌ ‌Reston,‌ ‌VA,‌ ‌on‌ ‌the‌ ‌show‌ ‌today.‌ ‌ Lamar‌ ‌started‌ ‌his‌ ‌career‌ ‌in‌ ‌this‌ ‌industry‌ ‌before‌ ‌he‌ ‌even‌ ‌went‌ ‌to‌ ‌college‌! ‌ …

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Episode No. 272 | September 09, 2020

Leveling-Up: How to Scale a Business with Wendy Marsden

How to Scale a Business

Guest Headshot

We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges r …

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