XYPN Radio / Women

Episode No. 367 | August 09, 2023

How Resilience and Community Paved a Path to Success

With Leland Gross

We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life …

Listen now

Episode No. 366 | July 26, 2023

When Taking Custody & Engaging Virtual Assistance is Right For Your RIA

With Kate Yearwood Young

If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, fou …

Listen now

Episode No. 342 | August 24, 2022

Coaching Clients Through Uncertainty with Empathy

A Conversation with Rachael Burns

We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …

Listen now

July 22, 2020

Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed

We’re honored to interview Jocelyn Wright, owner and founder of the Ascension Group, a fee-only firm in Philadelphia, PA, on the show today. During today's episode, Jocelyn outlines her path for getting into and working her way around this industry. She's an MBA and a CFP®, has had ex …

Listen now

May 08, 2019

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Planning? In this episode, we dig into how John Chesbrough and Liz Weinstein crafted their unique career paths into a fantastic partnership …

Listen now