#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 #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...

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...

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...

June 12, 2019/by Alan Moore
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Sidney Divine, founder of Divine...

May 15, 2019/by Alan Moore
Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

How did a teacher with a wanderlust...

May 08, 2019/by Alan Moore
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Today XYPN member Sue Peck, founder...

May 01, 2019/by Alan Moore
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

From corporate finance to financial...

April 24, 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 #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 #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

When it comes to balancing work and...

October 17, 2018/by Alan Moore
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

Entrepreneurs view risk differently...
September 12, 2018/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason