Episode No. 371 | October 04, 2023
How Life’s Detours Can Support Your Dream Job
A Conversation with Natalie Taylor
Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …
Episode No. 363 | June 14, 2023
Finding Your Fit and Equity Compensation as a Powerful Niche
A Conversation with Christine Amill Centeno
If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …
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