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Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® — Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

We’re excited to welcome XYPN member...
June 29, 2022/by Alan Moore

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark — Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

We’re excited to welcome XYPN member...
June 15, 2022/by Alan Moore

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper — Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

We’re excited to welcome XYPN member...
June 01, 2022/by Alan Moore

Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison — Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

We’re excited to welcome XYPN member...
May 18, 2022/by Alan Moore

Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche — Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Today’s episode is a shift from our...
May 04, 2022/by Alan Moore

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer — Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Today, we talk to Cynthia Meyer, a...
April 20, 2022/by Alan Moore

Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP® — Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Today’s interview is with Leo Marte,...
April 06, 2022/by Alan Moore

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner — Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...
March 23, 2022/by Alan Moore

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon — Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

We’re excited to interview XYPN’s very...
March 09, 2022/by Alan Moore

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang — Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a...
February 23, 2022/by Alan Moore

Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson — Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson

Today I talk with Cameo Roberson, the...
February 09, 2022/by Alan Moore

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend — Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Today’s interview is with XYPN member...
January 26, 2022/by Alan Moore

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 founders...
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 and...
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 with...
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 River...
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

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Popular Posts:

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 #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson

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

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

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