XYPN Radio / Building Your Firm (5)

September 02, 2020

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

We’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two do …

Listen now

August 12, 2020

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. Join u …

Listen now

June 17, 2020

Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes

Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes

We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has had a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network, joining the then …

Listen now

Episode No. 257 | May 27, 2020

The Experiences of Running a Newly Launched Firm During the 2008 Market Crash

With Diana Bacon and Scott Bell

The Experiences of Running a Newly Launched Firm During the 2008 Market Crash

We’re excited to have XYPN members Diana Bacon, with FSG out of Dallas, TX, and Scott Bell with GDP, inc out of Manhattan Beach, CA on the show today. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experien …

Listen now

May 20, 2020

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …

Listen now

May 13, 2020

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space but was drawn to financial planning while pursuing his MBA. Shortly a …

Listen now

October 23, 2019

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui …

Listen now

October 16, 2019

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share …

Listen now