XYPN Radio

Featured Episodes

  • XYPN Radio Podcast Feature Image Episode 335 - Danielle Harrison
  • XYPN Radio Podcast Feature Image Episode 336 - Reese Harper
  • XYPN Radio Podcast Feature Image episode 338 - Ryan Greiser
  • XYPN Radio Podcast Feature Image Episode 339 - Chad Holmes
  • XYPN Radio Podcast Feature Image episode 344 - Cody Garrett
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

February 10, 2021/by Alan Moore
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax planning,...

January 31, 2018/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 be a...

December 06, 2017/by Alan Moore
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

It’s easy to get stuck doing things the...

November 15, 2017/by Alan Moore
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

 

I’m excited to have Michael Kitces on...

November 08, 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 accomplish...

October 25, 2017/by Alan Moore
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

Becoming a financial planner wasn’t at...

October 18, 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 forced...

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 how...

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 episode...

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 a...

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 difference...

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 take...

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 the...

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 format...

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, so...

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 guest,...

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

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    Popular Posts:

    Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
    Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
    Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
    Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison
    Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

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