In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …
In response to repeated requests, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.
This week, John McCarthy joins us for a discussion about leveraging lessons learned after launching and ultimately closing his own financial planning firm.
Andrew McFadden took a traditional route to a career in financial planning. He earned a degree in business and went on to get his MBA. He also worked as a stock analyst and interned at an RIA.
This week, we get to hear from Stephen Alred, an entrepreneur passionate about helping others build a life they can truly enjoy via achieving their financial goals. Stephen is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tec …
We're hitting a major milestone with this show: this is episode 50 of XYPN Radio!
This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed …
Pam Capalad is the founder of Brunch and Budget, a unique financial planning firm that provides a wholly individual experience to clients. And she joins us today on XYPN Radio to share the details on her career path, what brought her to financial planning, and why brunch is such a big …
