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 #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
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Danna Jacobs and Rob Colon are an...

November 07, 2018/by Alan Moore
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Todays' guest decided to start his own...

October 31, 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
Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Today I’m excited to have XYPN...
September 05, 2018/by Alan Moore
Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Today's guest is a great example of...
April 25, 2018/by Alan Moore

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    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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