When I sat down with Carl Richards for this episode of Behind the Advisor, one thing stood out: a financial planning process doesn’t have to be complicated to be effective. The conversation traces an unconventional path into financial planning—starting with a bouncer job interview tha …
When I sat down with David Flores Wilson for this episode of Behind the Advisor, one thing was clear: scaling isn’t just about adding clients, it’s about building a community around your work. David’s firm has grown 5X in five years, from $30M to $190M AUM, after he teamed up with a b …
One of the best parts of Behind the Advisor is catching up with guests after a few years to see how their stories and their firms have evolved. This time, I sat down again with Dan Slagle, co-founder of Fyooz Financial Planning, which he runs alongside his wife and business partner, N …
Today, I’m excited to welcome Monica Scudieri, founder of Grab Your Slice, a financial coaching business dedicated to helping clients build stability and confidence before stepping into an advisory relationship. Monica works with single parents, people in transition, and those startin …
What if taking over a firm through a succession plan was just the beginning, not the end, of the story? When Hannah Moore entered into a succession plan in her early 20s, she wasn’t just buying a financial planning firm; she was stepping into a future she planned to rebuild from the g …
When I sat down with Ryan Johnson for this episode of Behind the Advisor, I was reminded how powerful it is to bet on yourself, even before you feel totally “ready.” Ryan is the founder of Hundred Financial Planning, a firm built specifically for busy professionals in their 30s and 40 …
I first met Nannette Kamien back in 2015 when she joined XYPN and launched Inspiration Financial Planning. From the start, it was clear that Nannette had a genuine passion for helping others. We had her on the podcast in Episode 107, where she shared her early journey from IT to finan …
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What happens when you can’t find the financial advice you need, so you decide to become the advisor you were looking for? Angela Moore’s journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated p …
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