I first met Nannette Kamien back in 2015 when she joined XYPN and launched Inspiration Financial Planning. From the start, it was clear that Nannette had a genuine passion for helping others. We had her on the podcast in Episode 107, where she shared her early journey from IT to finan …
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What happens when you can’t find the financial advice you need, so you decide to become the advisor you were looking for? Angela Moore’s journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated p …
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Ever thought about teaming up with another advisor, but unsure what it really takes? In this episode, I sit down with Gabe Anderson and Scott Bell, two financial planners who started out solo and decided to merge their practices into one powerhouse advisory firm. They open up about th …
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We’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She la …
Today, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago, his firm was just getting established. Now, he's returned to share how his business has not only survived but thrived through recent m …
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We're honored to welcome XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko as they share insights on communicating authentically with clients during times of uncertainty. Each of these financial advisors has transformed their practice by completing George Kinder's …
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What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …
UPDATE: We've published a deeper dive into the stats HERE! What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael K …
