Behind The Advisor

Lorri DeFoor started her career as a math teacher, and though she loved it, she became restless just a few years ago. Realizing her skills were transferable and that she had a passion for helping peo…

Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today…

Today we have the founder of Holistiplan—and winner of this year’s XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning…

This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. …

Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as…

Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile c…

After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her…

You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful busin…

From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla has had quite the journey to creating a business and lifestyle to fit his needs and the needs of his f…

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Bus…

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their …

Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for abo…

Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchise…

Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michae…

Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial planning before eventually completing his training in …

Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate—Kevin decided to transition into entrepreneurship,…

In financial planning, you can’t be all people, and you can’t be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN’s Marketing Coach, Carolyn Dalle-M…

Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals and families set and achieve their financial goals. Shawn …

How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join t…

Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent financial guidance, he decided to leave the Serv…