Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients t …
Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …
Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting …
Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career du …
Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advisor. Now the founder of Greater Than Financial, Wakefield Hare began his journey to starting his own firm after he learned about XYPN in 2 …
My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearly two years after starting his firm, he has really started focusing on his ideal client profile: Genentech employees. Having started his …
Most people are very careful to keep politics out of their business so as not to offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political …
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 …
