Behind the Advisor | XYPN Podcast / Journey Makers (22)

Episode No. 232 | December 04, 2019

Breaking Free From Broker-Dealers

The Careers of Craig Joncas and Jim Bradley

Breaking Free From Broker-Dealers

XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about t …

Listen now

November 27, 2019

Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Lorri DeFoor started her career as a math teacher. Though she loved it, she became restless a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financ …

Listen now

November 06, 2019

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

This year, we announced we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today, Michael Kitces joins the show to help answer those questions, discuss how this ca …

Listen now

October 30, 2019

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning int …

Listen now

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 …

Listen now

October 16, 2019

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share …

Listen now

October 09, 2019

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary …

Listen now

October 02, 2019

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla had quite the journey towards creating a business and lifestyle that fit his needs and the needs of his family. He joins the show today to discuss how he achieved such an impressive rate o …

Listen now