XYPN Radio / Foundation for Financial Planning

March 03, 2021

Embracing Career Change

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …

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March 13, 2019

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer …

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