#XYPNRadio

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Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Brad Sherman is the founder of...

July 18, 2018/by Alan Moore
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

Many listeners have requested that...

July 11, 2018/by Alan Moore
Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant

Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant

Many people are in search of a...

June 20, 2018/by Alan Moore
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

There’s no right way to structure a...

June 13, 2018/by Alan Moore
Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

You might know Stephanie Sammons as...

June 06, 2018/by Alan Moore
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Today’s guest is XYPN member and...

May 30, 2018/by Alan Moore
Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell

Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell

Have you ever wondered about or...

May 23, 2018/by Alan Moore
Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

Kyle Mast joins us on the show to...

May 09, 2018/by Alan Moore
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Most people know there are risks...
May 02, 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 #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 #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 #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 #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
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

It’s easy to get stuck doing things...

November 15, 2017/by Alan Moore
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

 

I’m excited to have Michael Kitces...

November 08, 2017/by Alan Moore
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

Becoming a financial planner wasn’t...

October 18, 2017/by Alan Moore
Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

 

March 15, 2017/by Alan Moore

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