Episode No. 367 | August 09, 2023
How Resilience and Community Paved a Path to Success
With Leland Gross
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 …
Episode No. 366 | July 26, 2023
When Taking Custody & Engaging Virtual Assistance is Right For Your RIA
With Kate Yearwood Young
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 …
- Advisors (122)
- Fee-only Financial Planning (120)
- Finance (115)
- Gen Y (114)
- Millennials (114)
- Gen X (113)
- Advice (111)
- Financial Planners (105)
- Financial Planning Firm (94)
- XYPN Radio (91)
- Training (87)
- NextGen Clients (86)
- Professionals (86)
- Profit (86)
- Financial Advisors (68)
- Entrepreneurship (67)
- Financial Planning (67)
- Niche Marketing (67)
- Niche (44)
- RIA (44)
- Business Growth (38)
- Business Model (37)
- Growth (34)
- Building a Firm (31)
- Financial Planner (31)
- Starting a Firm (24)
- Family (23)
- Career Changers (22)
- Financial Plan (20)
- Growing Your Firm (19)
- Marketing (18)
- Financial Planning Fees (17)
- Careers (16)
- CFP Certification (14)
- Growing Business (14)
- Communication (12)
- Financial Freedom (12)
- Financial Success (12)
- Partnership (12)
- Work Ethic (12)
- Alan Moore (11)
- Michael Kitces (11)
- Family Business (9)
- Networking (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Compliance (8)
- Perseverance (8)
- Advisor Success (7)
- Broker-Dealers (7)
- Launching a firm (7)
- Practice Management (7)
- RIA Owner (7)
- Tax Preparation (7)
- Work Life Balance (7)
- Business Strategy (6)
- Business Vision (6)
- Client Service Model (6)
- Community (6)
- Confidence (6)
- Fee-only advisor (6)
- Financial Life Planning (6)
- Follow-up (6)
- Hourly (6)
- Inclusion (6)
- Marketing Strategy (6)
- Relationships (6)
- Student Loan Debt (6)
- Tax Planning (6)
- Benchmarking Study (5)
- Certified Public Accountant (CPA) (5)
- Client Management (5)
- Client Relationships (5)
- Coaching (5)
- Comprehensive Financial Planning (5)
- Discrimination (5)
- Diversity (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Lifestyle practice (5)
- Mentorship (5)
- Mergers (5)
- Passions (5)
- Podcasting (5)
- Remote (5)
- Technology (5)
- Women (5)
- Attainable Wealth (4)
- Business Owner (4)
- Challenges (4)
- Client Experience (4)
- Current Events (4)
- Finances (4)
- Financial Therapy (4)
- Firm Ownership (4)
- Getting Clients (4)
- Hiring (4)
- Impostor Syndrome (4)
- Inspiration (4)
- Military Finance (4)
- Online Marketing (4)
- Pricing Models (4)
- Retirement (4)
- Scaling Up (4)
- Setting Goals (4)
- Side Hustle (4)
- Support System (4)
- Taxes (4)
- Teamwork (4)
- Time Management (4)
- Virtual (4)
- Working Mom (4)
- Advertising (3)
- Advice-Only Planning (3)
- Business Plan (3)
- Businesswoman (3)
- College Planning (3)
- Company (3)
- Coworking (3)
- Data (3)
- Divorce (3)
- Education (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Faith-Based Finance (3)
- Financial Advice (3)
- Financial Education (3)
- Financial Planning for Women (3)
- Finding Success (3)
- Fintech (3)
- Grief (3)
- Intention (3)
- Lessons (3)
- Management (3)
- Mastermind Group (3)
- Minorities (3)
- New Business (3)
- Operations Manager (3)
- Perspective (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Regulators (3)
- Running a Firm (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Virtual Advisor (3)
- Wealth (3)
- AJ Ayers (2)
- Acquisition (2)
- Acting (2)
- Adventures (2)
- Advisor Posts (2)
- Authenticity (2)
- Blog (2)
- Bluestem Financial Advisors (2)
- Branding (2)
- Business Foundation (2)
- Cady North (2)
- Carolyn Dalle-Molle (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charity (2)
- Check in (2)
- Chris Dale (2)
- Christine Amill Centeno (2)
- Content Marketing (2)
- Conversations (2)
- Creatives (2)
- Crisis (2)
- Custody Rule (2)
- David Rae (2)
- Diana Bacon (2)
- Dual-Entrepreneurs (2)
- Emily Purdon (2)
- Empathy (2)
- Entrepreneurial Operating System (EOS) (2)
- Eric Roberge (2)
- Fee-Based Financial Planning (2)
- Fiduciary (2)
- Financial Coaching (2)
- Financial Planning Advice (2)
- Firm Within a Firm (2)
- First Six Months (2)
- First Year (2)
- Foundation for Financial Planning (2)
- Fulfillment (2)
- Growing Income (2)
- Healing (2)
- Homeschool Families (2)
- Hui-chin Chen (2)
- Immigrants (2)
- Impact Folio (2)
- Integrating Faith-Based Principles (2)
- International financial planning (2)
- Joe Messinger (2)
- Kathleen Boyd (2)
- Kenneth Klabunde (2)
- Kevin Mahoney (2)
- LGBTQIA+ (2)
- Learning (2)
- Leighann Miko (2)
- Life planning (2)
- Linden Cornett (2)
- Listening (2)
- Luis Rosa (2)
- Maddy Roche (2)
- Market Downturn (2)
- Marketing Funnel (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Merging Practices (2)
- Miguel Gomez (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Monthly Retainer Model (2)
- Morgen Rochard (2)
- Moving Forward (2)
- NextGen (2)
- Non-traditional (2)
- Outsourcing (2)
- Pandemic (2)
- Part Time (2)
- Pavlov Financial Planning (2)
- Physicians (2)
- Planning (2)
- Politics (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- Purpose (2)
- RIA Compliance (2)
- RIA Consultant (2)
- RIA Registration (2)
- Real Estate (2)
- Referrals (2)
- Regulations (2)
- Ryan Frailich (2)
- Scott Bell (2)
- Security (2)
- Selling Insurance (2)
- Shane Mason (2)
- Sharon Weaver (2)
- Simplicity Wealth Management (2)
- Social Media (2)
- Socially Responsible Investing (SRI) (2)
- Solo Advisor (2)
- Solutions (2)
- Supporting Clients (2)
- Survey (2)
- Systems (2)
- Team Building (2)
- Tech Professionals (2)
- Therapy (2)
- University (2)
- Update (2)
- Visionary and Integrator Roles (2)
- Wealth Management (2)
- smart ria pricing (2)
- 2050 Trailblazers (1)
- AIM Higher Act (1)
- Aaron Agte (1)
- Abby Morton (1)
- Abel Soares (1)
- Abundant Advisors (1)
- Accessibility (1)
- Adam Cmejla (1)
- Adrienne Ross (1)
- Advisor Facing Tax (1)
- African American (1)
- Agreements (1)
- Air Force (1)
- Alex Yeager (1)
- Alexandra Baig (1)
- Allen Mueller (1)
- Alyssa Lum (1)
- Amy Irvine (1)
- Andie Clark (1)
- Andrew Gray (1)
- Andy Panko (1)
- Angela Moore (1)
- Angie Furubotten-Larosee (1)
- Antowoine Winters (1)
- Arielle Minicozzi (1)
- Arlene Moss (1)
- Ashlee deSteiger (1)
- Ashley Murphy (1)
- Au Pair (1)
- Author (1)
- Automation (1)
- BB Webb (1)
- Balance (1)
- Barson Financial Planning (1)
- Becky Meats (1)
- Becky Partridge-Eason (1)
- Behavior (1)
- Ben Martinek (1)
- Best Financial Life (1)
- Betty Wang (1)
- Bonnie Arnold (1)
- Brad Sherman (1)
- Breanna Reish (1)
- Brian O’Neill (1)
- Brian Thompson (1)
- Britton Gregory (1)
- Brooklyn Brock (1)
- Brownsboro (1)
- Business (1)
- Business Development (1)
- Business With Friends (1)
- Buy Out (1)
- CBS (1)
- Cameo Roberson (1)
- Candice Carlton (1)
- Capstone Wealth Partners (1)
- Care (1)
- Carl Richards (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Cathy Morgan (1)
- Catie Hogan (1)
- Chad Holmes (1)
- Chao Zhang (1)
- Chessie Advisors (1)
- Chief Compliance Officer (COO) (1)
- Chip Munn (1)
- Choices (1)
- Chris Jackson (1)
- Chuck Donalies (1)
- Cindu Thomas-George (1)
- Clarity Wealth Development (1)
- Clients (1)
- Cliff Downie (1)
- Cody Garrett (1)
- Common Cents Financial Literacy (1)
- Company Culture (1)
- Compassion (1)
- Connection (1)
- Consulting (1)
- Consumer Protection (1)
- Continuing Education (1)
- Corporate Banking (1)
- Corporate Finance (1)
- Couples (1)
- Courtney Ranstrom (1)
- Craig Joncas (1)
- Credibility (1)
- Cristina Livadary (1)
- Cryptocurrency (1)
- Custodians (1)
- Cynthia Meyer (1)
- Dan Keslin (1)
- Dan Moisand (1)
- Dan Slagle (1)
- Dana Menard (1)
- Daniel Hannoush (1)
- Daniel Yerger (1)
- Danielle Harrison (1)
- Danika Waddell (1)
- Dave Ramsey (1)
- Dave Rowan (1)
- Dave Zaegel (1)
- David Barson (1)
- David Shotwell (1)
- Deb Meyer (1)
- Debbie Gallant (1)
- Defining Roles and Responsibilities (1)
- Delegating Tasks (1)
- Denise Downey (1)
- Depression (1)
- Differentiation (1)
- Dillon Cobb (1)
- Dimensional Fund Advisors (DFA) (1)
- Disability Accounts (1)
- Disasters (1)
- Dream Firm (1)
- ESG Investing (1)
- Eagle Grove Advisors (1)
- Early Retirement (1)
- Economics (1)
- Ed Coambs (1)
- Educators (1)
- Effectiveness (1)
- Elaine King (1)
- Elements (1)
- Email Marketing (1)
- Emlen Miles-Mattingly (1)
- Engineer (1)
- Equally-Owned Firm (1)
- Equitable (1)
- Equity (1)
- Equity Compensation (1)
- Eric Gabor (1)
- Eric Thomas (1)
- Erica Blake (1)
- Erik Klumpp (1)
- Everest Financial Advisors (1)
- Everlong Financial (1)
- Exchange-Traded Funds (ETF) (1)
- FINRA (1)
- FSG (1)
- FiComm Partners (1)
- Fields Financial Services (1)
- FinTech Winner (1)
- Finance for Parents (1)
- Financial Design Studio (1)
- Financial Independence, Retire Early (FIRE) (1)
- Financial Life Management (1)
- Financial Planner Podcast (1)
- Financial Planning Platform (1)
- Financial Planning for Dual-Citizens (1)
- Financial Projection (1)
- Financial Services (1)
- Finding Your Why (1)
- Formula Wealth (1)
- Frank Austin (1)
- Gabe Anderson (1)
- Genentech (1)
- George Kinder (1)
- Global Vantage Wealth Management (1)
- Globally Mobile (1)
- Goals (1)
- Grant Bledsoe (1)
- Greater Than Financial (1)
- Guiding Wealth Management (1)
- Health Care (1)
- Heather Jarvis (1)
- Heather Townsend (1)
- Hedge Fund (1)
- Helen Ngo (1)
- Hillel Katzeff (1)
- Hispanic (1)
- Holistic (1)
- Homeless (1)
- Honesty (1)
- How to be a Financial Advisor (1)
- Humor (1)
- Hyland Financial (1)
- IRA (1)
- Ian Bloom (1)
- Ideal Clients (1)
- Impact (1)
- Impact Acceleration (1)
- Impact Investing (1)
- Income Tax (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Industry Trends (1)
- Inga Chira (1)
- Inspired Vision Accounting (1)
- Insurance (1)
- Integrity (1)
- Internal Revenue Service (1)
- Interns (1)
- Introverts (1)
- Investing (1)
- Investment Planner (1)
- Investor (1)
- Jake Northrup (1)
- James Hindes (1)
- Jan Schalkwijk (1)
- Janna Jacobs (1)
- Jantz Hoffman (1)
- Jason Speciner (1)
- Jeff Clark (1)
- Jennipher Lommen (1)
- Jeremy Walter (1)
- Jessica Goedtel (1)
- Jim Bradley (1)
- Jirayr Kembikian (1)
- Joanne Burke (1)
- Jocelyn Wright (1)
- Joe Morgan (1)
- John Chesbrough (1)
- John Mason (1)
- John Underhill (1)
- Julia Lorenz-Olson (1)
- Julie Ford (1)
- Julie Quick (1)
- Justin Brownlee (1)
- Kate Welker (1)
- Kay Dee Cole (1)
- Kaysi Gordon Financial Planning (1)
- Kaysian Gordon (1)
- Kelly Klingaman (1)
- Kelly Luethje (1)
- Kelly Moorman (1)
- Kendra Rehm-Dehn (1)
- Kerrie Beene (1)
- Kingston Hollman (1)
- Knowledge gap (1)
- Kori Lennon (1)
- Kyle Mast (1)
- Kyle Moore (1)
- Lamar Watson (1)
- Large firm (1)
- Lauryn Williams (1)
- Lawsuits (1)
- Legacy Care Wealth (1)
- Leo Marte (1)
- Leslie Ransom (1)
- Letters (1)
- Levi Sanchez (1)
- Listener survey (1)
- Liz Weinstein (1)
- Loan forgiveness (1)
- Lora Woodward (1)
- Lorri DeFoor (1)
- Lucy Robeson (1)
- MY Wealth Planners (1)
- Maggie Beach (1)
- Malcolm Thomas (1)
- Mana Financial (1)
- Mandatory Payroll Withholding (1)
- Maranantha Financial (1)
- Mark Wilson (1)
- Market Volatility (1)
- Marketing Your Firm (1)
- Marlon Wesh (1)
- Martha Williams (1)
- Martin Lundgren (1)
- Matthew Ricks (1)
- Measure Twice Financial (1)
- Megan Carpenter (1)
- Megan Donnelly (1)
- Mellen Money Management (1)
- Michael Anderson (1)
- Michael Rahn (1)
- Michael Reynolds (1)
- Michelle Gass (1)
- Michelle Smalenberger (1)
- Mike Bronson (1)
- Mike Troxell (1)
- Mission (1)
- Mistakes (1)
- Modern Financial Planning (1)
- Moisand Fitzgerald Tamayo (1)
- Molly Laughter (1)
- Money Management (1)
- Money Quotient (1)
- Morgan Ranstrom (1)
- Motherhood (1)
- Motivation (1)
- Nancy Hetrick (1)
- Natalie Slagle (1)
- Natalie Taylor (1)
- Native American (1)
- Neil Mahoney (1)
- New Planner Recruiting (1)
- NexJenn Financial Services (1)
- Next Generation Financial Planning (1)
- North Financial Advisors (1)
- One and Done Financial (1)
- Operations (1)
- Opportunities (1)
- PFS (1)
- Panoramic Finance Advice (1)
- Paradigm Advisors (1)
- Patrick Clark (1)
- Paul Allen (1)
- Payment Model (1)
- Peace of Mind Waypoints (1)
- Pearl Michalson (1)
- Penobscot Financial Advisors (1)
- Philip Olson (1)
- Physician Wealth Services (1)
- Pierre-Emmanuel Jouve (1)
- Pivot (1)
- Portfolio Management (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Quarry Hill Advisors (1)
- Quinn Arnold (1)
- RIA Audit (1)
- ROI (1)
- Rachael Burns (1)
- Racism (1)
- Raquel Hinman (1)
- Real Estate Investing (1)
- Real Estate Wealth Planning (1)
- Real Financial Planning (1)
- Realtors (1)
- Rebecca Connor (1)
- Redwood Money (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Rianka Dorsainvil (1)
- Risk (1)
- Risk Management (1)
- River Nice (1)
- Rob Brown (1)
- Rob Colon (1)
- Robo Advisors (1)
- Roger Pine (1)
- Rooted Planning Group (1)
- Rowan Financial (1)
- Ryan Bayonnet (1)
- Ryan Cole (1)
- Ryan Galiotto (1)
- Ryan Grieser (1)
- Ryan Inman (1)
- Ryan Mohr (1)
- SEC (1)
- SV CPA Services (1)
- Sales (1)
- Sammons Wealth Management (1)
- Sara Stanich (1)
- Sarah Ponder (1)
- Scholarship (1)
- Scott Alan Turner (1)
- Scott Arnold (1)
- Scott Gill (1)
- Scott Haley (1)
- Scott Snider (1)
- Scott Weiss (1)
- Sean Gillespie (1)
- Search Engine Optimization (SEO) (1)
- Selling a Firm (1)
- Service Members (1)
- Shannon Moenkaus (1)
- Shawn Tydlaska (1)
- Shehara Wooten (1)
- Shelby Brown (1)
- Sherman Wealth Management (1)
- Shotwell Rutter Baer (1)
- Sidney Divine (1)
- Smarter Divorce Solutions (1)
- Special Needs (1)
- Sphynx Automator (1)
- Spreadsheets (1)
- Start Ups (1)
- Stefanie Pickard (1)
- Stephanie Bucko (1)
- Stephanie Sammons (1)
- Steve Crawford (1)
- Steven Fox (1)
- Stigma (1)
- Stress & Anxiety (1)
- Study Group (1)
- Sue Peck (1)
- Suing (1)
- Sustain Financial Inc. (1)
- Sustainable Financial Planning (1)
- TAMP (1)
- Tara Unverzagt (1)
- Target Audience (1)
- Target Market (1)
- Task Management (1)
- Tax (1)
- Tax Firm (1)
- Taylor Deardorff (1)
- Team Communication (1)
- Tenon Financial (1)
- Terria Heng (1)
- Terry Bradford-Crane (1)
- The Market (1)
- The Table Financial Planning (1)
- Theory (1)
- Therapist (1)
- Therese Nicklas (1)
- Todd Pouliot (1)
- Todd Sensing (1)
- Tom Lo (1)
- Tommy Blackburn (1)
- Trader (1)
- Trailhead Planners (1)
- Transparency (1)
- Travis Johnson (1)
- Tremaine Wills (1)
- Trent Porter (1)
- Trishul Patel (1)
- Trusts (1)
- Tyler Landes (1)
- Underserved Community (1)
- Unexpected Challenges (1)
- Video Production (1)
- Vince Hockett (1)
- Virtual Assistant (1)
- Virtual Meetings & Events (1)
- Virtual Paraplanner (1)
- Wakefield Hare (1)
- Wealth of Confidence (1)
- Wes Shannon (1)
- Wesh Financial (1)
- Wildflower Financial (1)
- Williams Wealth Services (1)
- Willow Planning Group (1)
- Winged Wealth Management and Financial Planning (1)
- Wired Advisors (1)
- Wisdom (1)
- Workplace Issues (1)
- Worth Winning (1)
- WorthyNest (1)
- XY Bean Counters (XYBC) (1)
- XY Investment Solutions (XYIS) (1)
- XYPN Membership (1)
- XYPN News (1)
- Xavier Maldonado (1)
- Young Professionals (1)
- Your Greatest Contribution (1)
- Zach Teutsch (1)
- firm growth (1)
- grow revenue (1)
- market research (1)
- ultra-high net worth clients (1)
- women of faith (1)