#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 #267: Supporting BIPOC Advisors on the Path to the CFP

Ep #267: Supporting BIPOC Advisors on the Path to the CFP

We’re honored to interview the...

August 05, 2020/by Alan Moore
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

We’re excited to have XYPN members...

July 29, 2020/by Alan Moore
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

We’re honored to interview Jocelyn...

July 22, 2020/by Alan Moore
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

We’re thrilled to welcome back XYPN...

July 15, 2020/by Alan Moore
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez

We’re excited to have XYPN member...

July 08, 2020/by Alan Moore
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach: The Career of Therese Nicklas

Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach: The Career of Therese Nicklas

We’re excited to have XYPN member...

July 01, 2020/by Alan Moore
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

We’re excited to have XYPN member...

June 24, 2020/by Alan Moore
Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes

Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes

We’re excited to have XYPN member...

June 17, 2020/by Alan Moore
Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan

Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan

We’re excited to have XYPN member...

June 10, 2020/by Alan Moore
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

We are thrilled to have XYPN member,...

June 03, 2020/by Alan Moore
Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

We’re excited to have XYPN members...

May 27, 2020/by Alan Moore
Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up...

May 20, 2020/by Alan Moore
Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

We’re thrilled to share the story of...

May 13, 2020/by Alan Moore
Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

We’re excited to have XYPN member...

May 06, 2020/by Alan Moore
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

We’re honored to have XYPN members...

April 29, 2020/by Alan Moore
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members...

April 22, 2020/by Alan Moore
Ep #251: Making Advice Available in the Time of COVID-19

Ep #251: Making Advice Available in the Time of COVID-19

On this special episode centered...

April 15, 2020/by Alan Moore
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Scott Weiss is the owner of Weiss...

April 08, 2020/by Alan Moore
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Martha Williams is the owner of...

April 01, 2020/by Alan Moore
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Trent Porter is the owner of...

March 25, 2020/by Alan Moore
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Cliff Downie is the owner of Downie...

March 18, 2020/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Popular Posts:

Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces