Episode No. 401 | November 27, 2024
Mindfulness, Freedom, and a Fiduciary Driven Civilization
With George Kinder and Lora Woodward
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XYPN Radio is thrilled to welcome George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative …
Episode No. 383 | March 20, 2024
Grow Your Firm Faster by Leveraging Your Former Career
with Mike Zung
Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture …
Episode No. 362 | June 01, 2023
The Benefits of Fee-restructuring & Other Mid-course Growth Decisions
A Conversation with John Underhill
If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …
Episode No. 361 | May 17, 2023
Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
With Brian O’Neill
In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …
Episode No. 328 | February 09, 2022
An RIA Consultant’s Advice for Building Your Firm
A Conversation with Cameo Roberson
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 …
Episode No. 322 | November 17, 2021
Serving Advisors Instead of Clients to Broaden Your Impact
A Conversation with Kathleen Boyd
We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …
August 25, 2021
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 …
August 11, 2021
Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp
We’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% virtual fee-only firm that serves over 25 widows and military personnel. Today, Daniel talks about what it was like starting his firm whi …
