XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners ...
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Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
56:51
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On this episode of XYPN Radio, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the…
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Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster
55:55
55:55
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In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves ov…
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Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA
51:43
51:43
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In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm ami…
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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
58:28
58:28
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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 of building their firm from the ground up. We dive into the orig…
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Ep #390: Leveraging Lived Experience to Serve Business Owners
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55:48
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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 with a dedicated two person team supporting him and the firm’s contin…
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Ep #389: Going Full-time as a Solopreneur with Linden Cornett
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51:11
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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 model within our community, and for good reason. Since her last …
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Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
54:05
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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 and challenges they’ve faced while continuing to build and grow the…
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Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
55:04
55:04
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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 shares how she has evolved SeedSafe from a lifestyle practice in…
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Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
59:19
59:19
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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 technology itself, and the ideas that inspired its creation. Rees…
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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
1:09:19
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Today’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the untapped opportunities that existed for both financial planners and t…
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Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
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I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313 where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the technological en…
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Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
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59:46
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Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced his approach to financial planning and led to his crea…
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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
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In this episode, Maddy Roche returns as the full-time host of XYPN Radio. Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wirehouse to shape the foundation of her fee-only, flat-fee…
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Ep #381: The Power of YouTube: Strategies for Building Your Clientele
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This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financi…
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Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
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56:46
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Explore Tara Tussing Unverzagt's innovative approach to financial planning. Tara's path to success involves leveraging her expertise as a certified financial therapist and prioritizing accessibility in her services. In this conversation, Tara shares how she has evolved her firm's offerings over the years to make financial planning accessible to div…
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Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
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53:01
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Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Pea…
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Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
52:36
52:36
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Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy League student debt to catalyzing change. This episode, Bri…
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