Episode No. 364 | June 28, 2023
Becoming a Student of Your Own Art
With Terry Bradford-Crane
If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just …
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
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!
Episode No. 359 | April 19, 2023
From CPA to Starting & Growing Your Own RIA
A Conversation with Mike Troxell
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!
Episode No. 358 | April 05, 2023
When “Having It All” Looks Different Than You Planned
A Reflective Conversation with Betty Wang
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 …
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
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 …
Episode No. 341 | August 10, 2022
Embracing Career Change & Finding Success Serving the Tattoo Artist Niche
A Conversation with Colton Etherton
We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …
Episode No. 340 | July 27, 2022
Successfully Scaling an Advice-Only Firm Serving the Dentist Niche
A Conversation with Sharon Weaver, CFP®
We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …
Episode No. 338 | June 29, 2022
Scaling to 100 Clients in 3 Years & Working 3-Day Weeks
A Conversation with Ryan Greiser, CFP®
We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …
