#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 #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Today’s interview is with Leo Marte,...

April 06, 2022/by Alan Moore
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...

March 23, 2022/by Alan Moore
Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

We’re excited to have XYPN teammate,...

November 18, 2020/by Alan Moore
Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

We’re excited to have XYPN member...

November 11, 2020/by Alan Moore
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

We’re excited to have XYPN member...

November 04, 2020/by Alan Moore
Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

We’re thrilled to have Lucy Robeson,...

October 28, 2020/by Alan Moore
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

XYPN member Michelle Gass has had...

November 21, 2018/by Alan Moore
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

Steve Crawford is a financial...
August 29, 2018/by Alan Moore
Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor

Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor

Today I'm excited to have XYPN...
August 22, 2018/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 #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Today's guest has led his firm through...

August 01, 2018/by Alan Moore
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Brad Sherman is the founder of Sherman...

July 18, 2018/by Alan Moore
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

There’s no right way to structure a...

June 13, 2018/by Alan Moore
Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

You might know Stephanie Sammons as...

June 06, 2018/by Alan Moore
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Today’s guest is XYPN member and...

May 30, 2018/by Alan Moore
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Life gets messy; whether it’s a new...
March 21, 2018/by Alan Moore
Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Tim Baker’s career is a testament to...

February 07, 2018/by Alan Moore
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax planning,...

January 31, 2018/by Alan Moore
Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

The process of transitioning from...

January 10, 2018/by Alan Moore
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

 

XYPN co-founder Michael Kitces is...

November 22, 2017/by Alan Moore
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

 

Justin Castelli certainly knows how...

September 20, 2017/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 #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

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