Episode No. 376 | December 13, 2023
Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …
Episode No. 375 | November 29, 2023
Building Eden: Exploring The Heart Of Year One In A New RIA
Exploring The Heart Of Year One In A New RIA
Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …
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 …
December 23, 2020
Applying Startup Experience to the First 12 Months of Business
We’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020. Natalie walks us th …
