#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 #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
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

We’re excited to have XYPN member...

January 27, 2021/by Alan Moore
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

We’re excited to have XYPN members...

January 20, 2021/by Alan Moore
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

We’re excited to have XYPN teammate,...

January 13, 2021/by Alan Moore
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌...

January 06, 2021/by Alan Moore
Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Today, XYPN co-founders, Alan Moore...

December 30, 2020/by Alan Moore
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

We’re excited to have XYPN member...

December 23, 2020/by Alan Moore

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