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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 #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

We’re excited to have Cathy Morgan and...

March 03, 2021/by Alan Moore
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

We’re excited to have XYPN member...

June 24, 2020/by Alan Moore
Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Scott Arnold is the owner of...

January 22, 2020/by Alan Moore
Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of Equalis...

January 15, 2020/by Alan Moore
Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach, having...

January 08, 2020/by Alan Moore
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Kevin Mahoney started his career in...

August 14, 2019/by Alan Moore
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Today XYPN member Sara Stanich, founder...

May 22, 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 #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

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