Behind The Advisor

Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independent RIA. Now the owner of Everlong Financial, he specializes in the personal relationship side of the services. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/233

Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about the ups and downs they faced along the way and the difficulties they've navigated over the years as they've built their business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/232

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 people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financial Inc. She joins the show today to discuss the challenges of starting a firm after only one year of experience in the business and how she navigated her way through a life-changing career change. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/231

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, I have Michael Kitces joining me on the show to go over this year's benchmarking survey and share the results. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/230

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 through his wife and embarked on a whole new venture that he's here to tell us all about. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/229

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. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/228

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 a marketing expert before moving to a different firm and ultimately transitioning into working as a financial advisor. He now works as lead advisor for his firm, and he gives us a glimpse into how he made the switch in his career, as well why he has no plans to start a firm of his own. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/227

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 clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui-chin joins the show today to share what has changed since we spoke two years ago, back when she only owned 20% of her firm. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/226

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 decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/225

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 business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/224