XYPN Radio / Growing Your Firm

Episode No. 384 | April 03, 2024

How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years

With Cathy Curtis

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I am honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, where she delved into her passion for running a solo practice tailored primarily to women who are single, heads …

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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. 376 | December 13, 2023

Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

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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 …

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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

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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 …

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