Episode No. 193 | February 27, 2019
Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto
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 …
January 09, 2019
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum
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 …
December 19, 2018
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel
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 …
December 12, 2018
Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis
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 …
October 31, 2018
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare
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 …
October 24, 2018
Ep #175: Financial Planning for Genentech Employees - The Career of David Barson
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 …
September 19, 2018
Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch
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 …
April 18, 2018
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson
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 …
