November 21, 2018
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass
XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up launching and running a successful hedge fund for over twenty years. It wasn’t until af …
August 29, 2018
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and The Advice Movement . After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning …
August 22, 2018
Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor
Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that he wanted to work with a different client base than the one most firms serve. After making the decision to leave a high-paying job to fo …
August 15, 2018
Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson
The financial planning industry has mostly targeted the higher earners and often been less accessible to those who need financial planning and advising services the most. Michael Anderson joins us to talk about how he is working on providing options for these lower income clients. He …
August 01, 2018
Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore
Today's guest has led his firm through some of the most explosive growth we’ve ever heard on the podcast. Kyle Moore is the founder of the fee-only financial planning firm Quarry Hill Advisors, and his path into and through the industry is as surprising as it is inspiring.
July 18, 2018
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
June 13, 2018
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole
There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all …
June 06, 2018
Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons
You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than …
