XYPN Radio / Scaling Up

Episode No. 341 | August 10, 2022

Embracing Career Change & Finding Success Serving the Tattoo Artist Niche

A Conversation with Colton Etherton

We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of The Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to M …

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Episode No. 340 | July 27, 2022

Successfully Scaling an Advice-Only Firm Serving the Dentist Niche

A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …

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Episode No. 338 | June 29, 2022

Scaling to 100 Clients in 3 Years & Working 3-Day Weeks

A Conversation with Ryan Greiser, CFP®

We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …

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November 15, 2017

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, …

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