In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …
Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also g …
The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She join …
Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …
Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and ended up owning his own successful firm. In this episode, he shares how he initially learned about the financial planning field and deci …
Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm …
Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting …
Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career du …
