#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
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
Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

Today, we have the privilege of...

April 28, 2021/by Alan Moore
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Today we have the honor of speaking...

April 21, 2021/by Alan Moore
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Today, we have an exciting...

April 14, 2021/by Alan Moore
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Today we’re excited to welcome Pearl...

April 07, 2021/by Alan Moore
Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

We’re incredibly excited to have...

March 31, 2021/by Alan Moore
Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN...

March 24, 2021/by Alan Moore
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

We’re thrilled to have four...

March 17, 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
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Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

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