XYPN Radio / Custody Rule

Episode No. 367 | August 09, 2023

How Resilience and Community Paved a Path to Success

With Leland Gross

Guest Headshot

We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life …

Listen now

Episode No. 366 | July 26, 2023

When Taking Custody & Engaging Virtual Assistance is Right For Your RIA

With Kate Yearwood Young

Guest Headshot

If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, fou …

Listen now

Get episode alerts by email