Episode No. 306 | May 05, 2021
How DEI Makes Firms Thrive
An Interview with Cindu Thomas-George
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In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her …
April 07, 2021
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson
Today we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers …
February 10, 2021
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients wh …
July 10, 2019
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters
Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent financial guidance, he decided to leave the Service to run a practice where he could be an advocate for the average American citizen. …
May 01, 2019
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck
Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where sh …
November 07, 2018
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounti …
July 04, 2018
Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success
When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …
April 18, 2018
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson
Julia Lorenz-Olson and Philip Olson join us on the show to share some nuggets of wisdom about their unique careers and the unexpected benefits that come with having a creative background. They discuss how they got started, what they considered and how they settled on the business mode …
