July 11, 2018
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich
Many listeners have requested that we bring back some of our previous podcast guests to see where their businesses are one year later. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and …
June 20, 2018
From Massage Therapy to Financial Planning
Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has found just that and joins us on the show to share her entrepreneurial journey and the various careers that brought her to the sweet spot where she is today. She offers some …
February 07, 2018
Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker
Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with pharmacists. He founded Script Financial in April of 2016, and his concentration on th …
December 27, 2017
Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole
Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and ins …
October 04, 2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …
September 20, 2017
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli
Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him …
September 13, 2017
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis
Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and n …
