#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 #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
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Today, we’re excited to talk with...

March 10, 2021/by Alan Moore
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

We’re excited to have Cathy Morgan...

March 03, 2021/by Alan Moore
Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

We’re excited to have John Mason and...

February 24, 2021/by Alan Moore
Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

We’re honored to have XYPN Director...

February 17, 2021/by Alan Moore
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

February 10, 2021/by Alan Moore
Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

We’re excited to have XYPN member...

February 03, 2021/by Alan Moore

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Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
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