#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 #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

We’re excited to have Candice...

September 16, 2020/by Alan Moore
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

We’re honored to have XYPN members...

April 29, 2020/by Alan Moore
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Michelle Smalenberger has over 12...

May 29, 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,...

May 22, 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 #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ryan Galiotto’s interest in finance...

February 27, 2019/by Alan Moore
Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson

Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson

The financial planning industry has...
August 15, 2018/by Alan Moore
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Julia Lorenz-Olson and Philip...
April 18, 2018/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...

November 15, 2017/by Alan Moore

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