December 16, 2020
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo
We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t cha …
Episode No. 285 | December 09, 2020
Creating a Global Financial Planning Institute
An Update with Ashley Murphy
We’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on #XYPNRadio. Today, he joins us to give us an updat …
November 04, 2020
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee
We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. Today, he’s building the premier firm serving …
Episode No. 276 | October 07, 2020
A Four-Year Check-In with Cady North: Financial Planner and Now, Author
We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of …
Episode No. 272 | September 09, 2020
Leveling-Up: How to Scale a Business with Wendy Marsden
How to Scale a Business
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 …
September 02, 2020
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 …
May 20, 2020
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 …
February 05, 2020
Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp
Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to …
