Behind the Advisor / Fee-only advisor

Episode No. 153 | June 04, 2025

The Merging of Two Financial Advisory Practices

With Gabriel Anderson & Scott Bell

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Ever thought about teaming up with another advisor, but unsure what it really takes? In this episode, I sit down with Gabe Anderson and Scott Bell, two financial planners who started out solo and decided to merge their practices into one powerhouse advisory firm. They open up about th …

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Episode No. 335 | May 21, 2025

Building a Resilient Fee-Only Practice Through Economic Turbulence

With Danielle Harrison MBA, CFP®, CFT-I™

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We’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She la …

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Episode No. 254 | May 07, 2025

Lessons and Similarities of Past Market Downturns

With Kenneth Klabunde

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Today, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago, his firm was just getting established. Now, he's returned to share how his business has not only survived but thrived through recent m …

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Episode No. 389 | June 12, 2024

Going Full-time as a Solopreneur

With Linden Cornett

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In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …

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Episode No. 382 | March 06, 2024

Leveraging Your Wirehouse Experience to Shape Your Fee-only Firm

With Jennifer Kang

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I'm so excited to return as the full-time host of XYPN Radio! And what a great episode to kick off with. Joining me is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two deca …

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Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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Episode No. 362 | June 01, 2023

The Benefits of Fee-restructuring & Other Mid-course Growth Decisions

A Conversation with John Underhill

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If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …

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Episode No. 356 | March 08, 2023

Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years

A Conversation with Andie Clark

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If you’re interested in learning how niching what you know and starting a group focused around that niche can help grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virt …

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