XYPN Radio / Social Responsibility

Episode No. 379 | January 24, 2024

Niche Mastery: How to Authentically Target Your Audience

With Lindsey Young

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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 …

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Episode No. 369 | September 06, 2023

Empowering Your Finances: Lessons from Ministry to Money Management

With Jeff Clark

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Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …

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Episode No. 342 | August 24, 2022

Coaching Clients Through Uncertainty with Empathy

A Conversation with Rachael Burns

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We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …

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Episode No. 322 | November 17, 2021

Serving Advisors Instead of Clients to Broaden Your Impact

A Conversation with Kathleen Boyd

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We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …

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Episode No. 320 | October 20, 2021

Impacting Over 100 Clients in Two Years

An Interview with River Nice

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Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients si …

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May 12, 2021

Investment Storytelling

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies t …

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Episode No. 306 | May 05, 2021

How DEI Makes Firms Thrive

An Interview with Cindu Thomas-George

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In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her …

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April 07, 2021

The Real Value of an Intern

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Today we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers …

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