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Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer — Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Today we hear from the three...
January 12, 2022/by Alan Moore

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen — Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of...
December 29, 2021/by Alan Moore

Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon — Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

We’re joined today by XYPN member...
December 15, 2021/by Alan Moore

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces — Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

XYPN has conducted an Annual...
December 01, 2021/by Alan Moore

Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd — Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

We’re excited to interview Kathleen...
November 17, 2021/by Alan Moore

Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster — Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

We’re excited for today’s episode...
November 03, 2021/by Alan Moore

Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice — Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice

Today, we’re excited to interview...
October 20, 2021/by Alan Moore

Ep #319: 7.5 Years at XY Planning Network: A Conversation with #XYPNRadio Host Maddy Roche — Ep #319: 7.5 Years at XY Planning Network: A Conversation with #XYPNRadio Host Maddy Roche

#XYPNRadio’s very own host, Maddy...
October 06, 2021/by Alan Moore

Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell — Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

We’re excited to talk with Danika...
September 22, 2021/by Alan Moore

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo — Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo,...
September 08, 2021/by Alan Moore

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman — Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Today we’re excited to have Jerry...
August 25, 2021/by Alan Moore

Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp — Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

We’re excited to welcome Daniel Kopp...
August 11, 2021/by Alan Moore

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens — Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

There is no one-size-fits-all...
July 28, 2021/by Alan Moore

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis — Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

We’re excited to introduce you to...
July 14, 2021/by Alan Moore

Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka — Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

We’re excited to welcome Vinicius...
June 30, 2021/by Alan Moore

Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore — Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

We’re excited to have Alan Moore,...
June 16, 2021/by Alan Moore

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers — Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

We’re excited to welcome back Shane...
June 02, 2021/by Alan Moore

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross — Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

We’re excited to have four XYPN...
May 26, 2021/by Alan Moore

Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett — Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

We’re honored to welcome Vince...
May 19, 2021/by Alan Moore

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman — Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce...
May 12, 2021/by Alan Moore

Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George — Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

In today’s episode, we’re honored to...
May 05, 2021/by Alan Moore

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Popular Posts:

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

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

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