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Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Every year, we collect data from our...

November 20, 2019/by Alan Moore
Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Today we have the founder of...

November 13, 2019/by Alan Moore
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

This year, we announced we would be...

November 06, 2019/by Alan Moore
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Today XYPN member Miguel Gomez joins...

October 30, 2019/by Alan Moore
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working...

October 23, 2019/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking...

October 16, 2019/by Alan Moore
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose ...

October 09, 2019/by Alan Moore
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

From broker-dealer to independent...

October 02, 2019/by Alan Moore
Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business...

September 25, 2019/by Alan Moore
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and...

September 18, 2019/by Alan Moore
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Today I've got XYPN member and...

September 11, 2019/by Alan Moore
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Daniel Hannoush is an excellent...

September 04, 2019/by Alan Moore
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Today's guest has found impressive...

August 28, 2019/by Alan Moore
Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ed Coambs has had a unique journey...

August 21, 2019/by Alan Moore
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Kevin Mahoney started his career in...

August 14, 2019/by Alan Moore
Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

In financial planning, you can’t be...

August 07, 2019/by Alan Moore
Ep #214: A Three-Year Check-In with Shawn Tydlaska

Ep #214: A Three-Year Check-In with Shawn Tydlaska

Shawn Tydlaska is the founder of...

July 31, 2019/by Alan Moore
Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

How financial advisors are charging...

July 17, 2019/by Alan Moore
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Antowoine Winters spent 10 years...

July 10, 2019/by Alan Moore
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Grant Bledsoe is the founder of...

July 03, 2019/by Alan Moore
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South...

June 26, 2019/by Alan Moore

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Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman