XYPN Radio / Niche

Episode No. 371 | October 04, 2023

How Life’s Detours Can Support Your Dream Job

A Conversation with Natalie Taylor

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Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …

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Episode No. 370 | September 20, 2023

Mastering the RIA Transition from CIO to Successful Founder

With Terri Spath, CFA®, CFP®

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Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth sh …

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Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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Episode No. 368 | August 23, 2023

Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

With Erik Kroll

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Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the …

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Episode No. 365 | July 13, 2023

How to Mine the Market to Find & Maximize Your Niche

With Marlon Wesh

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If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlo …

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Episode No. 363 | June 14, 2023

Finding Your Fit and Equity Compensation as a Powerful Niche

A Conversation with Christine Amill Centeno

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If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …

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Episode No. 361 | May 17, 2023

Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill

With Brian O’Neill

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In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …

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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

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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 …

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