#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson

Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson

Today I talk with Cameo Roberson, the...

February 09, 2022/by Alan Moore
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Today’s interview is with XYPN member...

January 26, 2022/by Alan Moore
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Today we hear from the three founders...

January 12, 2022/by Alan Moore
Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of...

December 29, 2021/by Alan Moore
Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

We’re joined today by XYPN member and...

December 15, 2021/by Alan Moore
Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

We’re excited to have Alan Moore, the...

June 16, 2021/by Alan Moore
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

We’re excited to welcome back Shane...

June 02, 2021/by Alan Moore
Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

We’re excited to have four XYPN members...

May 26, 2021/by Alan Moore
Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

We’re honored to welcome Vince Hockett,...

May 19, 2021/by Alan Moore
Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce you...

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 #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
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

We’re excited to have XYPN member Helen...

December 16, 2020/by Alan Moore
Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

We’re excited to have XYPN member...

December 09, 2020/by Alan Moore
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

We’re excited to have XYPN member...

December 02, 2020/by Alan Moore
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

We’re excited to have XYPN member...

November 25, 2020/by Alan Moore
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Every year, we collect data from our...

November 20, 2019/by Alan Moore
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Antowoine Winters spent 10 years...

July 10, 2019/by Alan Moore
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Grant Bledsoe is the founder of Three...

July 03, 2019/by Alan Moore
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

After working for his previous firm for...

June 19, 2019/by Alan Moore
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

After coming on the show two years ago...

June 12, 2019/by Alan Moore

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Popular Posts:

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

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