XYPN Radio / Solo Advisor

July 28, 2021

Building a Firm Part-Time

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …

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July 14, 2021

Loving Your Business 20 Years In

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today. Cathy is a solo advisor—and always has been. She serves wome …

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