July 12, 2017
Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo
Helen Ngo shares her experience working her way into the financial planning world and starting her own successful business by the age of twenty-six. There’s a whole lot to take away and apply to your own business plan, whether you want to start a business or you're already in the proc …
June 14, 2017
Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony
We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be a keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.
August 10, 2016
Ep #60: Financial Life Coaching with Garrett Philbin
Can you create a profitable business that caters to clients with negative cash flow? Garrett Philbin is working to test that question and find out. Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financ …
Episode No. 54 | June 29, 2016
Developing a Financial Literacy Program
With Jennifer Harper
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
June 22, 2016
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
Episode No. 48 | May 18, 2016
How to Advise on Student Loans in Financial Planning
With Heather Jarvis
Heather Jarvis joins the podcast to talk about a topic that impacts a vast majority of our listeners or their clients in one way or another: student loans.
Episode No. 40 | March 23, 2016
Embracing Impostor Syndrome with Carl Richards
This might just be our favorite episode of #XYPNRadio yet. We're excited to welcome back author, New York Times columnist, artist, and financial advisor Carl Richards.
February 24, 2016
Ep #36: Serve NextGen Clients Inside Your Existing Firm
We're thrilled to bring you a very special guest this week: Matt Cosgriff, the quintessential intrapreneur. Most people are familiar with the term entrepreneur. An intrapreneur is the term we use to describe the incredibly powerful model of being able to start a business venture -- bu …
