Practice Management Sessions
The seven sessions within the Practice Management track at #XYPNLIVE are geared to help planners run and grow their firms.
Read about each presenter by clicking on their photo.
Hiring and Integrating a Virtual Planner into Your Practice
Monday, September 9 | 10:10 - 11:00 a.m.
Presented by Shawn Tydlaska & Elizabeth Plot
• Level: Refine and Grow
Have you ever wanted to bring on additional help but couldn’t afford to hire a local full-time employee?
In this session, Shawn Tydlaska and Elizabeth Plot will discuss how to source, screen, and integrate a virtual associate into your firm. They will cover how to write a compelling job description to attract top talent, where to post your job to get it in front of the right people, what skills to look for in a virtual planner, the different tech tools needed to communicate effectively, and how to seamlessly integrate a virtual planner into meetings that are held in-person with clients.
Shawn graduated from UCLA with a degree in Economics and minor in Education in 2004. After earning his CFP® in 2009, Shawn worked for a variety of private wealth management firms in Los Angeles, Boston, and San Diego. He earned his MBA from the University of Michigan - Ross School of Business in 2015.
Shawn launched Ballast Point Financial Planning in May of 2016 to help young professionals align their values with their finances.
Shawn lives just south of San Francisco in a city called Burlingame. He and his wife welcomed a son in December of 2018.×
Liz Plot is a CFP®, ChFC®, and AFC®. Before joining Ballast Point Financial Planning, Liz helped military clients for ten years by helping them improve their personal finance skills and encourage individual financial responsibility.
Liz attended Boston University where she earned a B.S. in Business Administration and Management. Liz has lived in 4 countries and 8 states and is currently living in Maryland with her husband and two little girls.
In her spare time Liz enjoys traveling, kickboxing, cooking, and volunteering in her community.×
Preparing for Your Third Decade in the Profession Now
Monday, September 9 | 11:10 a.m. - 12:00 p.m.
Presented by Linda Leitz
• Level: Scaling - Small Giant
The financial planning profession is one from which you never need to retire—unless that’s your choice. In this session, Linda Leitz will explore issues you can address in the first decade of your financial planning career that will plant seeds of your ideal career path. This session will cover blending technology with the personal touch, how to stay relevant, defining your market niche and practice model, how to begin and end partner relationships, silo versus team structure, succession, and how you can be a force in the evolving profession.
Linda Leitz, CFP®
Linda Leitz is drawn to financial planning because of the impact it has on people's lives. Numbers are important, but it's the interpersonal aspects of financial planning she finds most compelling. In addition to being a CFP®, Linda is an Enrolled Agent with the IRS and has a PhD in Personal Financial Planning.×
Bringing on a Partner to Accelerate Growth
Monday, September 9 | 3:10 - 4:00 p.m.
Presented by Jirayr Kembikian & Ryan Cole
• Level: Scaling - Small Giant
When deciding whether or not to bring on a partner, there are a lot of factors to consider. In this session, you’ll learn from two people who have been there, done that. Jirayr Kembikian and Ryan Cole will discuss how they met and why they decided to join forces and will share their recommendations for others looking to bring on partners.
Jirayr started his career in 2005 with one of the nation's largest banks, where he repeatedly witnessed the enduring impact of a solid financial plan on clients’ success. This led him to pursue a career as a financial planner with a mission to provide all clients with a financial roadmap and professional guidance in order to help them reach their full potential.
Prior to Citrine Capital, Jirayr was a financial planner and investment advisor representative at Ameritas Investment Corporation.
In 2016, Jirayr joined Ryan at Citrine Capital where he now serves as a managing partner. Jirayr is an Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER™ (CFP®).×
Ryan began investing at the age of 18 while earning his degree in business and management of technology at Clarkson University. Through his studies and over 15 years of investment experience, Ryan became a firm believer in tax-efficient investing and low-cost portfolio management.
His financial know-how eventually led him to be a resource for friends and family, and he quickly discovered his passion for helping others with financial planning and investing. Previously, Ryan worked as a financial planner at Ameritas Investment Corporation.
In 2014, he founded Cole Wealth Advisors, which evolved into Citrine Capital. Today, Ryan is a managing partner at Citrine Capital, where he serves as an Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™ (CFP®).×
From $0 to $1 Million Total Revenues in 6 Years
Monday, September 9 | 4:10 - 5:00 p.m.
Presented by Eric Roberge
• Level: Scaling - Small Giant
The early years of running your firm can leave you feeling like you're wandering in the woods at night without a flashlight. Trying to imagine what things will look like in the future—or feeling confident you can even make it there—is really hard (if not impossible!). In this session, Eric Roberge shines a light on what IS possible, giving a detailed and transparent look at how he built his RIA from scratch, going from 0 clients, $0 AUM, and $0 revenue to grossing over $1 million in total revenues over the last six years. He'll share numbers and data on how he made the journey from nothing to exponential growth year after year.
Eric Roberge, CFP® is the founder of Beyond Your Hammock, an independent and fee-only financial planning firm based in Boston. He works with professionals in their 30s and 40s to help them achieve financial clarity while using money as a tool to design a life they love now and in the future.
Pulling from his decade of experience as an advisor, Eric writes for Business Insider, Forbes, and Kiplinger in addition to hosting the podcast Beyond Finances.
He's been featured in The Wall Street Journal, Marketwatch, The Boston Globe, and was also named to InvestmentNews' 40 Under 40 list and Investopedia's Top 100 Most Influential Advisors. Expertise.com also listed Beyond Your Hammock as one of the best firms in Boston.×
Finding Your Fee Sweet Spot - A panel of Three Fee Options
Wednesday, September 11 | 8:30 - 9:20 a.m.
Presented by Arlene Moss, Ryan Cole, Emlen Miles-Mattingly & Kaya Ladejobi
• Level: Refine and Grow
In this session, XYPN’s Coaching Program Manager, Arlene Moss, and XYPN members and financial planners Ryan Cole, Emlen Miles-Mattingly, and Kaya Ladejobi will help you find your fee sweet spot. They’ll explore how to find success with fees based on income and net worth, complexity, and a flat fee plus AUM. You'll also get to see the new XYPN fee calculator in action!
Arlene has been coaching and nudging fee-only planners since 2004. Arlene helps financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure financial planners are able to help their clients prosper while creating a sustainable business model. Specializing in fee-for-service planners in the independent RIA space allows her to focus her development and coaching on specific issues. Through XYPN group training, public speaking, and XYPN Academy content, planners get the support they need to grow their businesses and overcome the challenges that come their way.×
Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 18 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration.×
Kaya is the founder of Earn into Wealth Strategies; a boutique, fee-only financial advisory firm dedicated to working with busy, high-income professionals in their 30’s, and 40’s. Kaya began her financial services career in 2006 and worked at top wealth management firms catering to high-net worth clients.
After nearly a decade of working and observing the financial struggles of her peers, Kaya ultimately concluded; “younger high-income professionals who aren’t "rich" yet also deserve access to sound, unbiased, and affordable financial advice.” Kaya founded Earn Into Wealth Strategies to do just that.×
The End Game
Wednesday, September 11 | 9:30 - 10:20 a.m.
Presented by JD Bruce
• Level: Scaling - Enterprise Firm
Will you stay free, join up, or get out?
At some point, a decision needs to be made about what your goal is for your firm. Are you creating a permanently independent firm that will pay you cash dividends and will eventually be taken over by a new generation of advisors who you trained or acquired? Will you take the firm you've created and leverage it into becoming a partner in a larger firm? Will you grow it until it's the right size to sell so you can cash out? This session will help you determine your path so you can cultivate your firm to create the right kind of enterprise value for the path you've chosen.
When J.D. was auditing Pre-IPO Internet companies at Price Waterhouse in the late 90’s, his ponytail was an advantage. But, ready to get rich in a billion dollar IPO, J.D. left the world of public accounting and joined an internet company right before the tech crash... Oops.
Since becoming the President of Abacus Wealth Partners, J.D. has become a leading voice in RIA management and the way RIAs deploy technology. He is a frequent conference speaker on RIA management and technology issues, including T3, Schwab Impact, TD LINC and the XY Planning Conference.
To enhance his geek persona, J.D. plays Dungeons & Dragons (usually as the Dungeon Master), can beat his teenagers at Mario Cart, and collects medieval weapons.×
The Value of Philosophy
Wednesday, September 11 | 10:30 - 11:20 a.m.
Presented by Christian Newton
• Level: Scaling - Small Giant
In this session, which will challenge advisors to revisit established decisions, Christian Newton explores what it means to articulate and communicate an investment philosophy to clients. He will define “philosophy” and discuss methods and techniques to communicate a philosophy to clients by examining case studies, often drawn from industries outside of financial services. The session will conclude with a modest brainstorming exercise that can serve as an action item for those who wish to take action.
Christian Newton is the Regional Director and Vice President at Dimensional Fund Advisors
Christian Newton helps financial advisors leverage Dimensional's capital markets research and its application to portfolio and practice management.
Previously, Christian spent 10 years in Dimensional's Marketing group, serving variously as Art Director, Head of Interactive, and Vice President of Marketing, with a focus on creating materials for financial advisors.
Christian experienced the first wave of internet growth working at consulting conglomerate USWeb/CKS. He holds a BA in history from the University of Massachusetts at Amherst. His online writing has been profiled in the New York Times and Entertainment Weekly.×