July 28, 2021
Building a Firm Part-Time
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …
March 17, 2021
Considerations for Special Needs Planning
We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own cha …
December 16, 2020
Evolving as a Business Owner
We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t cha …
June 03, 2020
Pivoting Niches While Remaining Mission-Driven
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018. She e …
October 02, 2019
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 …
September 11, 2019
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories a …
September 04, 2019
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush
Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel i …
July 10, 2019
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters
Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent financial guidance, he decided to leave the Service to run a practice where he could be an advocate for the average American citizen. …
