#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members...

April 22, 2020/by Alan Moore
Ep #251: Making Advice Available in the Time of COVID-19

Ep #251: Making Advice Available in the Time of COVID-19

On this special episode centered...

April 15, 2020/by Alan Moore
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Scott Weiss is the owner of Weiss...

April 08, 2020/by Alan Moore
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Martha Williams is the owner of...

April 01, 2020/by Alan Moore
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Trent Porter is the owner of...

March 25, 2020/by Alan Moore
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Cliff Downie is the owner of Downie...

March 18, 2020/by Alan Moore
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Kelly Luethje is the owner of Willow...

March 11, 2020/by Alan Moore
Ep #245: From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

Ep #245: From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

Joe Morgan is the owner of Best...

March 04, 2020/by Alan Moore
Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm...

February 26, 2020/by Alan Moore
Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey

Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey

Denise Downey is the owner of...

February 19, 2020/by Alan Moore
Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Today XYPN member Rob Brown, owner...

February 12, 2020/by Alan Moore
Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Erik Klumpp is the owner of Chessie...

February 05, 2020/by Alan Moore
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Relationships, trust, and...

January 29, 2020/by Alan Moore
Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying...

February 13, 2019/by Alan Moore
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is...

January 09, 2019/by Alan Moore
Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

When it comes to balancing work and...

October 17, 2018/by Alan Moore
Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

The role of a supportive partner...
February 28, 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
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...

November 08, 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...

October 18, 2017/by Alan Moore

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