XYPN Radio

Featured Episodes

  • XYPN Radio Podcast Feature Image Episode 335 - Danielle Harrison
  • XYPN Radio Podcast Feature Image Episode 336 - Reese Harper
  • XYPN Radio Podcast Feature Image episode 338 - Ryan Greiser
  • XYPN Radio Podcast Feature Image Episode 339 - Chad Holmes
  • XYPN Radio Podcast Feature Image episode 344 - Cody Garrett
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

We’re excited to welcome XYPN member...

November 30, 2022/by Alan Moore
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Today we welcome XYPN member Andy...

November 16, 2022/by Alan Moore
Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Co-Founders Alan Moore and Michael...

November 02, 2022/by Alan Moore
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

We’re excited for today’s episode with...

October 19, 2022/by Alan Moore
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Today we talk to Maggie Beach, CFP®,...

October 05, 2022/by Alan Moore
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

We’re excited to welcome XYPN member...

September 21, 2022/by Alan Moore
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Today, we talk to XYPN member Ethan...

September 07, 2022/by Alan Moore
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

 

We’re excited to welcome XYPN member,...

August 24, 2022/by Alan Moore
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

We’re excited to welcome Colton...

August 10, 2022/by Alan Moore
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member...

July 27, 2022/by Alan Moore
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

We’re excited to welcome XYPN member...

July 13, 2022/by Alan Moore
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

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