XYPN Radio / Growing Business

Episode No. 381 | February 21, 2024

The Power of YouTube: Strategies for Building Your Clientele

With Patrick King

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This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an …

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Episode No. 380 | February 07, 2024

Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt

With Tara Tussing Unverzagt

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Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 21 …

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Episode No. 379 | January 24, 2024

Niche Mastery: How to Authentically Target Your Audience

With Lindsey Young

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Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet Wealth, shares shares her journey, and how she found success. Lindsey navig …

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Episode No. 378 | January 10, 2024

Building Prosp(a)rity & Bridging the Wealth Divide

With Briana Franklin

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Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from pos …

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Episode No. 377 | December 27, 2023

Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA

With Matthew Miner

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XYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before …

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Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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October 23, 2019

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui …

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September 25, 2019

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping inte …

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