XYPN Radio / Tech Stack

Episode No. 391 | July 10, 2024

Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

With Ed Smith CFP®, MBA and Amanda Lique

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In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey …

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Episode No. 390 | June 26, 2024

Leveraging Lived Experience to Serve Business Owners

With John Bovard, CFP®

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In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …

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Episode No. 389 | June 12, 2024

Going Full-time as a Solopreneur

With Linden Cornett

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In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …

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Episode No. 388 | May 29, 2024

Unlocking the Power of a Partnership

The Evolution of AVID Planning with Jack Arnold and David Harpool

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In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes an …

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Episode No. 387 | May 15, 2024

Balancing Motherhood and Management While Scaling an RIA

With Rebecca Conner

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In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca …

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Episode No. 386 | May 01, 2024

Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool

With Reese Harper and Carl Richards

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On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP®, and Carl Richards, CFP®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the te …

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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. 336 | June 01, 2022

Finding Balance Building a Boutique Firm & Serving the Dentist Niche

A Conversation with Reese Harper

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We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …

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