March 03, 2021
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …
April 29, 2020
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis
We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their cli …