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Ep #270: Scaling Your Compliance Program — Ep #270: Scaling Your Compliance Program

We’re honored to welcome Scott Gill,...
August 26, 2020/by Alan Moore

Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn — Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn

We’re excited to have Travis...
August 19, 2020/by Alan Moore

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

We’re honored to interview Emily...
August 12, 2020/by Alan Moore

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

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Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

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

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

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

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

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