Behind The Advisor

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 has some great information and tips on how to transition investment-centric clients to full financial planning, as well as how he is transitioning into taking over the firm. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/193

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 processes to give them the ability to serve more clients and run their business more successfully. In this episode, she sits down to chat about her career transition, passion for helping millennial home buyers, partnering up with another financial planner, and more. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/192

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, he shares how the unconventional nature of his career path, his passion for philosophy, and discovering Dave Ramsey got him started in the financial world. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/191

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 can all learn a lot from Shannon's journey through partnerships, transitions, planning, and implementation. In this episode, we dig into how she built her career and the pivotal moments and important people that made all the difference. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/190

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 a fast-growing firm with multiple locations and thousands of clients. He has a lot of great insight when it comes to building a strong structure, developing a solid team, and having a powerful acquisition strategy. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/189

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 starting his own firm—and how he cordially navigated the change with his boss. He also gives some great insight into how to grow steadily from the start and the importance of adjusting your vision along the way. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/188

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 frustration over the lack of accessible, trustworthy financial guidance—even for well-educated professionals. That experience didn't just change her finances—it changed her career path. In this episode, Angela shares how she transitioned into financial planning, built her own firm from the ground up, and strategically merged with another firm to scale her impact. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/187

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 her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186

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 episode, he shares how he initially learned about the financial planning field and decided it was what he really wanted to do, as well as the steps he took to build his career. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/185

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-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry. In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he's learned over the years, his mission in working with XYPN's Advisor Success Department, and his outlook on the future of the industry. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/184