XYPN Radio / Client Experience

Episode No. 348 | November 16, 2022

Changing Careers & Building an Ideal Firm in 2 Years

A Conversation with Andy Panko

Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, …

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Episode No. 342 | August 24, 2022

Coaching Clients Through Uncertainty with Empathy

A Conversation with Rachael Burns

We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …

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Episode No. 332 | April 06, 2022

Providing a Personal Client Experience in a Virtual Firm

A Conversation with Leo Marte, CFP®

Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …

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September 16, 2020

Leveraging Video to Establish Credibility

We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in the financial planning industry and has begun to share her passio …

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