Behind The Advisor

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…

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 he…

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 ta…

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 w…

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’…

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 tha…

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…

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 busine…

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 p…

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…

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 …

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 bus…

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 mee…

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…

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 …

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…

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 focus…

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 f…

Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their fi…

Today I’m excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a …