August 02, 2017
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari
We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!
December 21, 2016
Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
December 23, 2015
Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
October 28, 2015
Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM
This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.
September 23, 2015
Ep #11: Crisis of Differentiation and the Niche Imperative
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
