Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and n …
We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!
Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business. Today's guest, XYPN member Meg Bartelt, started her own RIA in May 2016 and is here to share her experience.
Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.
Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the mo …
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
