XYPN Radio / Fulfillment

March 24, 2021

From Unfulfilled Employees to Independent RIA Owners

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIA …

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June 10, 2020

Lifting the Mental Health Stigma

Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan

We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though h …

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