We meet so many interesting people and members through XYPN Radio, and today’s guest continues that trend. Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financ …
Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.
Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?
On this week's episode, we're answering some great questions that podcast listeners asked after Alan shared his career path and experience in the industry on Episode 50.
This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series of job changes.
