XYPN Radio / RIA Marketing

Episode No. 381 | February 21, 2024

The Power of YouTube: Strategies for Building Your Clientele

With Patrick King

Guest Headshot

This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an …

Listen now

Episode No. 380 | February 07, 2024

Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt

With Tara Tussing Unverzagt

Guest Headshot

Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 21 …

Listen now

Episode No. 379 | January 24, 2024

Niche Mastery: How to Authentically Target Your Audience

With Lindsey Young

Guest Headshot

Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet Wealth, shares shares her journey, and how she found success. Lindsey navig …

Listen now

Get episode alerts by email