Xypn Radio

Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind life and career. He has some great insight and advice to share on time management, niche marketing, resilience and much more. Mike talks in depth about where he found his passion for finance and noticed an important need for financial help in the field he is so passionate about. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/173

Many people start a business as a side-hustle with the goal to take that full time but Leo Nunez and James Estep of Everest Financial Advisors have two full time jobs. On this episode you’ll learn how two firefighters fell into finance and decided to follow their passion for helping firefighters manage money while remaining with their original careers. They have some great insight into managing two careers, letting passion lead the way and ensuring work/life balance. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/172

Rebecca Connor took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and the various experiments she made to figure out the right path for her firm. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/171

Most people are very careful to keep politics out of their business in order to not offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political views and why he decided to choose the controversial niche that he did. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/170

Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career journey into financial consulting and eventually his own successful business. He talks about the unique challenges and risks involved as an immigrant and shares many tips on what to do (and not to do) when it comes to starting your own firm. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/169

Today I’m excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax side of the business before eventually finding her way into financial planning. After working for a large family office firm, she realized that her passion wasn’t in working with super wealthy families and decided to switch gears. Deb launched WorthyNest two years ago, and her focus is now on working with Christian parents who share her values. She continues to run her tax practice in addition to the RIA, and managed to do so while living in Spain for three months with her husband and three young sons. In this episode, she shares how she balanced her work and family time throughout her entrepreneurial journey, why she felt compelled to launch her RIA, and advice for listeners who are considering starting a business of their own. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/168

Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and XY Adviser in Australia. After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning firm at what was probably the worst possible time to start a firm: 2008. Despite the timing—and despite committing four major don’ts with his own firm—Steve has been steadily growing his business and helping his clients become financially independent. Since bringing on a couple of other advisors, he’s shifted his focus to providing cash flow planning services, and also training other advisors on how to provide this service. Listen in to hear how Steve integrated cash flow planning into his service model, where the majority of his clients come from, and what to expect from the cash flow presentation he'll be giving at the XYPN LIVE 2018 Conference. You can find show notes and more information by clicking here: http://www.xy

Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that he wanted to work with a different client base than the one most firms serve. After making the decision to leave a high-paying job to follow that desire, he ultimately launched his own firm, Eagle Grove Advisors, in 2016. In this episode, he shares the struggles he went through in his first year as an entrepreneur, dealing with very little interest from prospects and limited revenue. Now averaging one prospect meeting per week, Eric has built a successful firm that allowed him to spend 5 months out of the country over the last two years. Listen in to hear how he did it, as well as his advice for other financial planners hoping to start their own businesses one day. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/166

The financial planning industry has mostly targeted the higher earners and often been less accessible for those that really need financial planning and advising services. Michael Anderson joins us to talk about how he is working on providing options for the lower income clients. He also discusses the importance of having a relationship with his clients and why he works so hard on communicating effectively in order to understand his clients’ needs and serve them in the best way. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/165

Breanna Reish is the founder of Wealth of Confidence, a women's wealth firm that aims to transform the financial planning experience for women. After starting her career on the tax side of the business (and having to plan pregnancies around tax season), Breanna decided to leave and work for an RIA doing financial planning. Still finding herself unsettled, she ended up meeting a coach who helped her really understand the clients she wanted to serve and rediscover why she was in this business. Breanna ultimately chose to start her own firm, making the decision with her husband to become a two-entrepreneur household—while having two young children. In this episode, she shares her journey to finding her place in the industry, as well as encouragement for women who want to start a firm, but also want to start a family. Listen in to hear how Breanna managed her own firm launch, how she determined her service model, and how she balances it all so well that she's hit her revenue goals for her first twelve months an

My guest today has seen his firm through some of the most explosive growth we’ve seen on the podcast. Kyle Moore is the founder of the fee-only financial planning firm Quarry Hill Advisors, and his path into and through the industry is as surprising as it is inspiring. In this episode, Kyle shares how he went from traveling the country as a professional golfer to working as a financial advisor at a firm that saw its partners split up just nine months after he joined. Listen in to hear how he got through his rocky start in the industry with a young child at home, why at one point he accepted a $25,000 salary, and what ultimately made him decide to leave what he calls “the best associate planner position in the country” to start his own firm. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/163

Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as well as the creator and host of the 2050 Trailblazers podcast, which directly addresses the lack of diversity in the financial planning profession. A young minority female, Rianka offers a unique voice in the industry, and she is using it to promote inclusion of all kinds. Listen in to hear her inspiring story of following through with what she was meant to do—even when she sometimes didn’t want to embrace it—how she's working to make the industry more inclusive, and what she says all entrepreneurs need to remember in order to keep going even when the going gets rough. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/162

Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over to financial planning and ultimately made the decision to launch his own practice—while his wife was 36 weeks pregnant. In this episode, Brad shares how he built up his firm with a young baby at home, as well as what made him decide to break away from his broker-dealer and form his own RIA. Listen in to hear what he did to grow his client base as a new business owner, what he’s learned over the last five years of running his own firm, and what he envisions for the future. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/161  

Many listeners have requested that we bring back some of the interviews and see where their businesses are after a year. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and successes that he and his business has gone through over the past year since we last got a chance to chat. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/160

When it comes to interesting stories, Chris Jackson certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how he got into financial planning with almost no experience and why he stuck with it. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/159

Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people going through a hard time. He has some extremely valuable advice and information for us that will shed some light on how to truly be what our clients need during their hard times. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/158

Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has done just that and is here on the show to share her journey with entrepreneurship and the various careers that brought her to the sweet spot where she is today. She offers some valuable advice on how to get started in financial planning, who to reach out to, where she would have done things differently and much more. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/157

There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all about how they are building their growing business and how they use their different skills to benefit each other. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/156

You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than her fair share of struggles in the industry. In this episode, she opens up about the difficulties she faced being a gay woman in the advisory world, and ultimately how she has prevailed and continues to grow her practice to support her ideal life. Listen in to hear about her inspiring journey, as well as the major lessons she learned along the way. You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/155

Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with moving across the country, his wife starting a new job, and having his first child. Though this path certainly isn’t for the faint of heart, it has worked out well for Scott and taught him some very important lessons. In this episode, he shares his unique journey, as well as key things he learned along the way and advice that anyone hoping to start a firm should take to heart. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/154