#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

We’re excited to have XYPN members...

January 20, 2021/by Alan Moore
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

We’re excited to have XYPN teammate,...

January 13, 2021/by Alan Moore
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌...

January 06, 2021/by Alan Moore
Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Today, XYPN co-founders, Alan Moore...

December 30, 2020/by Alan Moore
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

We’re excited to have XYPN member...

December 23, 2020/by Alan Moore
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

We’re excited to have XYPN member...

December 16, 2020/by Alan Moore
Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

We’re excited to have XYPN member...

December 09, 2020/by Alan Moore
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

We’re excited to have XYPN member...

December 02, 2020/by Alan Moore
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

We’re excited to have XYPN member...

November 25, 2020/by Alan Moore
Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

We’re excited to have XYPN teammate,...

November 18, 2020/by Alan Moore
Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

We’re excited to have XYPN member...

November 11, 2020/by Alan Moore
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

We’re excited to have XYPN member...

November 04, 2020/by Alan Moore
Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

We’re thrilled to have Lucy Robeson,...

October 28, 2020/by Alan Moore
Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

We’re excited to have XYPN member...

October 21, 2020/by Alan Moore
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

We’re excited to have Emily Purdon,...

October 14, 2020/by Alan Moore
Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

We’re excited to have XYPN member...

October 07, 2020/by Alan Moore
Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

We’re excited to have student loan...

September 30, 2020/by Alan Moore
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

We’re honored to have George Kinder,...

September 23, 2020/by Alan Moore
Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

We’re excited to have Candice...

September 16, 2020/by Alan Moore
Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

We’re excited to have XYPN member...

September 09, 2020/by Alan Moore
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

We’re excited to welcome our...

September 02, 2020/by Alan Moore

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Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis