Episode No. 359 | April 19, 2023
From CPA to Starting & Growing Your Own RIA
A Conversation with Mike Troxell
If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!
Episode No. 358 | April 05, 2023
When “Having It All” Looks Different Than You Planned
A Reflective Conversation with Betty Wang
If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of …
Episode No. 331 | March 23, 2022
The Confidence to Launch and Define Your Niche
A Conversation with Elaine King and Scott Alan Turner
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
March 09, 2022
Mentally Preparing for Your First Year in Business
We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …
February 23, 2022
What the First Six Months of Running a Firm are Really Like
Today we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get …
June 24, 2020
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Leslie spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation. Le …
June 19, 2019
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …
March 27, 2019
Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford
Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in …
