XYPN Radio / Growing Your Firm

Episode No. 376 | December 13, 2023

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

Guest Headshot

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 …

Listen now

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

Guest Headshot

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 …

Listen now

Episode No. 360 | May 03, 2023

From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients

A Conversation with Kaysian Gordon

Guest Headshot

If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!

Listen now

Episode No. 359 | April 19, 2023

From CPA to Starting & Growing Your Own RIA

A Conversation with Mike Troxell

Guest Headshot

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!

Listen now

Episode No. 358 | April 05, 2023

When “Having It All” Looks Different Than You Planned

A Reflective Conversation with Betty Wang

Guest Headshot

If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of …

Listen now

Episode No. 357 | March 22, 2023

The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client

A Conversation with Jake Northrup

Guest Headshot

If you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®,founder of Experience Your Wealth and hear about how …

Listen now

May 27, 2020

Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

We’re excited to have XYPN members Diana Bacon, with FSG out of Dallas, TX, and Scott Bell with GDP, inc out of Manhattan Beach, CA on the show today. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experien …

Listen now

May 20, 2020

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …

Listen now

Get episode alerts by email