#XYPNRadio

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Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Today's guest is a great example...
April 25, 2018/by Alan Moore
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Julia Lorenz-Olson and Philip...
April 18, 2018/by Alan Moore
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

In this episode, Xavier Maldonado,...
April 11, 2018/by Alan Moore
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

XYPN members Taylor Anderson and...
April 04, 2018/by Alan Moore
Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan

Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan

From books to planning practices,...
March 28, 2018/by Alan Moore
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Life gets messy; whether it’s a...
March 21, 2018/by Alan Moore
Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

March 14, 2018/by Alan Moore
Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

 
March 07, 2018/by Alan Moore
Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

The role of a supportive partner...
February 28, 2018/by Alan Moore
Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Finding a fulfilling and effective...

February 21, 2018/by Alan Moore
Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

XYPN's very own Jen Mastrud joins us...

February 14, 2018/by Alan Moore
Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Tim Baker’s career is a testament to...

February 07, 2018/by Alan Moore
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax...

January 31, 2018/by Alan Moore
Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Alan Moore and Michael Kitces join...

January 24, 2018/by Alan Moore
Ep #135: Rapid Growth by Focusing on SpaceX Engineers - The Career of Mark Boujikian

Ep #135: Rapid Growth by Focusing on SpaceX Engineers - The Career of Mark Boujikian

Just the thought of leaving a firm...

January 17, 2018/by Alan Moore
Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

The process of transitioning from...

January 10, 2018/by Alan Moore
Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Today we have two guests on the show...

January 03, 2018/by Alan Moore
Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Building a business that really fits...

December 27, 2017/by Alan Moore
Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

 

The financial planning field has...

December 20, 2017/by Alan Moore
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

What does it take to start and grow...

December 13, 2017/by Alan Moore
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Deciding on your fee structure can...

December 06, 2017/by Alan Moore

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