Behind The Advisor

Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After…

Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age th…

After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of Making It Look Easy (MILE) Wealth Mana…

After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and…

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor e…

Michelle Smalenberger has over 12 years of experience working at a nationally-recognized firm and has been mentioned in publications such as The Wall Street Journal and Financial Advisor IQ. Today sh…

Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change ou…

Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Planner of the Year in 2017. He explains how he is ful…

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 Chesb…

Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investm…

From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner for himself to fostering a relationship that pus…

Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wid…

Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples,…

My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starti…

Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover…

If you're interested in what’s going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans…

Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan…

When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their …