Behind The Advisor

Kyle Mast joins us on the show to talk about his career journey that started in a family business through a succession plan and ended up with him owning his own RIA. He discusses the details of his b…

Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs and how she ended up starting her own successful busine…

My guest today is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with (you guessed it) ph…

Julia Lorenz-Olsen and Philip Olsen join us on the show to share some golden nuggets about their unique careers and the unexpected benefits their creative background has brought on. They discuss how …

Today I’m excited to have XYPN member Xavier Maldonado on the show. The founder of Global Vantage Wealth Management in San Diego, Xavier specializes in working with dual-citizen clients with assets i…

Today XYPN members Taylor and Kailie join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Tay…

From books to planning practices, the financial planning world can tend to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as…

Life gets messy and whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show t…

As a tri-citizen of the UK, Australia and the US, Ashley Murphy has found a niche in the expat market. When it comes to multi citizenships, financial planning can get much more complicated. Ashley sh…

The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their ins…

Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. Da…

XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. J…

Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with …

From fee only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning…

Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when wor…

The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and exp…

Today we have two guests on the show to talk about how they made their rarely practiced firm-within-a-firm service model a success. Andy Brincefield and James Matthews, CEO of Consolidated Planning a…

Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion f…

The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that the ethnic minorities …