#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 327 - Heather Townsend
  • #XYPNRadio Feature Image Episode 325 - Jennipher Lommen
  • #XYPNRadio Feature Image Episode 321 - Ashley Foster
  • #XYPNRadio Feature Image Episode 318 - Danika Waddell
  • #XYPNRadio Feature Image Episode 314 - Spencer Stephens
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

We’re excited to welcome Colton...

August 10, 2022/by Alan Moore
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member...

July 27, 2022/by Alan Moore
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

We’re excited to welcome XYPN member...

July 13, 2022/by Alan Moore
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working...

October 23, 2019/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking for...

October 16, 2019/by Alan Moore
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose mana

October 09, 2019/by Alan Moore
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

From broker-dealer to independent...

October 02, 2019/by Alan Moore
Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business takes...

September 25, 2019/by Alan Moore
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and founders...

September 18, 2019/by Alan Moore
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Today I've got XYPN member and founder...

September 11, 2019/by Alan Moore
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Daniel Hannoush is an excellent example...

September 04, 2019/by Alan Moore
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Today's guest has found impressive...

August 28, 2019/by Alan Moore
Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ed Coambs has had a unique journey into...

August 21, 2019/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 #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
Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

 

From tax planning to owning...

February 06, 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 experience...

January 23, 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 the...

January 02, 2019/by Alan Moore
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is back...

November 28, 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 #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 #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call