January 22, 2020
Specializing in ESG and Offering a Flat-Fee
An Interview with Scott Arnold
Scott Arnold is the owner of IMPACTfolio, a fee-only firm in Denver, Colorado. After starting his career in this industry—working both at Schwab and an RIA—he realized he wanted to offer impact investing to clients on a broader scale, in a personalized way. Today he joins the show to …
January 15, 2020
Using Your Own Money Scripts to Build Your Ideal Firm
Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to gradua …
January 08, 2020
Ep #237: Personalize Your Sales Process with BB Webb
BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their …
August 14, 2019
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate—Kevin decided to transition into entrepreneurship, and is now the founder and CEO of the virtual financial planning firm Illumint. Liste …
May 22, 2019
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich
Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led …
May 08, 2019
Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein
How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Planning? In this episode, we dig into how John Chesbrough and Liz Weinstein crafted their unique career paths into a fantastic partnership …
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 …
April 24, 2019
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold
From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner for himself to fostering a relationship that pushed him into the field and ultimately led to him owning a firm. In this episode, he di …
