#XYPNRadio

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Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

My guest today is XYPN member...

March 20, 2019/by Alan Moore
Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Today's episode is going to be a...

March 13, 2019/by Alan Moore
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

If you're interested in what’s...

March 06, 2019/by Alan Moore
Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ryan Galiotto’s interest in finance...

February 27, 2019/by Alan Moore
Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm,...

February 20, 2019/by Alan Moore
Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying...

February 13, 2019/by Alan Moore
Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

 

From tax planning to owning...

February 06, 2019/by Alan Moore
Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

In this episode, you'll get to hear...

January 30, 2019/by Alan Moore
Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Jeremy Walter had a unique...

January 23, 2019/by Alan Moore
Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

The lack of financial literacy is...

January 16, 2019/by Alan Moore
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is...

January 09, 2019/by Alan Moore
Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Making the shift from serving in...

January 02, 2019/by Alan Moore
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Malcolm Thomas became XYPN’s...

December 26, 2018/by Alan Moore
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Today’s episode is great for all...

December 19, 2018/by Alan Moore
Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Although he didn’t expect to become...

December 12, 2018/by Alan Moore
Ep #181: The Day-to-Day of a COO - The Career of XYPN's COO Raul Dominguez

Ep #181: The Day-to-Day of a COO - The Career of XYPN's COO Raul Dominguez

Today I’m excited to have XYPN’s...

December 05, 2018/by Alan Moore
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is...

November 28, 2018/by Alan Moore
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

XYPN member Michelle Gass has had...

November 21, 2018/by Alan Moore
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

 

Morgen Rochard started out...

November 14, 2018/by Alan Moore
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Danna Jacobs and Rob Colon are an...

November 07, 2018/by Alan Moore
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Todays' guest decided to start his...

October 31, 2018/by Alan Moore

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Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces