XYPN Radio / Supporting Clients

Episode No. 348 | November 16, 2022

Changing Careers & Building an Ideal Firm in 2 Years

A Conversation with Andy Panko

Guest Headshot

Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, …

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April 21, 2021

Supporting Clients Through Grief and Transition

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. To begin our conversation, Julie …

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