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. 339 | July 13, 2022
Building a Profitable Fee-Only Firm & Working Part-Time
A Conversation with Chad Holmes
We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …
Episode No. 331 | March 23, 2022
The Confidence to Launch and Define Your Niche
A Conversation with Elaine King and Scott Alan Turner
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
Episode No. 327 | January 26, 2022
Building Confidence to Launch and Grow Your Ideal Firm
A Conversation with Heather Townsend
Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …
April 10, 2019
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice
Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You’ll lea …
April 03, 2019
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly
Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next Wealth. We’ll discuss Emlen’s unique niche in providing multi-generational financial planning to minority families and what he is doing …
