XYPN Radio / Growing Business

Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

Guest Headshot

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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September 18, 2019

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. Listen in to hear about …

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September 11, 2019

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories a …

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September 04, 2019

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel i …

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August 28, 2019

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michael Rahn is the founder of The Sum, a financial planning firm he has grown phenomenally …

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August 21, 2019

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial planning before eventually completing his training in marriage and family therapy. He then decided to combine his last two careers into one …

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