Episode No. 333 | April 20, 2022
Finding Success Serving the Real Estate Investor Niche
A Conversation with Cynthia Meyer
Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’ …
Episode No. 332 | April 06, 2022
Providing a Personal Client Experience in a Virtual Firm
A Conversation with Leo Marte, CFP®
Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …
Episode No. 331 | March 23, 2022
The Confidence to Launch and Define Your Niche
A Conversation with Elaine King and Scott Alan Turner
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
March 09, 2022
Mentally Preparing for Your First Year in Business
We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …
February 23, 2022
What the First Six Months of Running a Firm are Really Like
Today we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get …
Episode No. 328 | February 09, 2022
An RIA Consultant’s Advice for Building Your Firm
A Conversation with Cameo Roberson
Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into C …
Episode No. 327 | January 26, 2022
Building Confidence to Launch and Grow Your Ideal Firm
A Conversation with Heather Townsend
Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …
January 12, 2022
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
Today we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of t …
