Behind The Advisor

From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode…

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we c…

In this episode, you'll get to hear what it's like being the owner of a large RIA firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building…

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 st…

What happens when you can’t find the financial advice you need, so you decide to become the advisor you were looking for?

Angela Moore’s journey into financial advising began with personal frustratio…

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 going from a financial projection team to learning …

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 e…

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-s…

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 …

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…

Today I’m excited to have XYPN’s Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian l…

XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and …

XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up l…

Morgen Rochard started out trading but eventually ended up owner her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her …

Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two …

Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advisor. Now the founder of Greater Than Financial, Wake…

My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearly two years after starting his firm, he has really…

When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last time we spoke with her she had promised her family to not work as much by taking…

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 managem…

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 ho…