#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 #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

What does it take to start and grow...

December 13, 2017/by Alan Moore
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Deciding on your fee structure can...

December 06, 2017/by Alan Moore
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

Today XYPN founding member Ben Wacek...

November 29, 2017/by Alan Moore
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

 

XYPN co-founder Michael Kitces is...

November 22, 2017/by Alan Moore
Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

 

Elizabeth Jetton is on the show to...

November 01, 2017/by Alan Moore
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

 

What would you be able to...

October 25, 2017/by Alan Moore
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

 

What would you do if you were...

October 11, 2017/by Alan Moore
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

 

Brian Thompson, founder of Brian...

October 04, 2017/by Alan Moore
Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Amy Irvine, founder of Irvine Wealth...

September 27, 2017/by Alan Moore
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

 

Justin Castelli certainly knows...

September 20, 2017/by Alan Moore
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

 

Melissa Ellis joins us this...

September 13, 2017/by Alan Moore
Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

 

Building a new business is always...

September 06, 2017/by Alan Moore
Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

 

Anna Sergunina knows the...

August 30, 2017/by Alan Moore
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

 

Sound business decisions are made...

August 23, 2017/by Alan Moore
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Every member of XYPN has a unique...

August 16, 2017/by Alan Moore
Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

We often talk about the utility of...

August 09, 2017/by Alan Moore
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

We're trying out a new interview...

August 02, 2017/by Alan Moore
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

We know our mailbag is overflowing,...

July 26, 2017/by Alan Moore
Ep #109: When She Makes More - An Interview With Farnoosh Torabi

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

We're really excited about our...

July 19, 2017/by Alan Moore
Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

 

Helen Ngo shares her experience...

July 12, 2017/by Alan Moore
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

 

We meet so many interesting people...
July 05, 2017/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 #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces