#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 #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

We’re excited to welcome XYPN member...

May 18, 2022/by Alan Moore
Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Today’s episode is a shift from our...

May 04, 2022/by Alan Moore
Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Today, we talk to Cynthia Meyer, a...

April 20, 2022/by Alan Moore
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 #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

XYPN has conducted an Annual...

December 01, 2021/by Alan Moore
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

We’re excited to interview Kathleen...

November 17, 2021/by Alan Moore
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

February 10, 2021/by Alan Moore
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

In this episode, Xavier Maldonado,...
April 11, 2018/by Alan Moore
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

XYPN members Taylor Anderson and...
April 04, 2018/by Alan Moore
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

What does it take to start and grow a...

December 13, 2017/by Alan Moore
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Deciding on your fee structure can be a...

December 06, 2017/by Alan Moore
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

Today XYPN founding member Ben Wacek is...

November 29, 2017/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 #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

 

Elizabeth Jetton is on the show to...

November 01, 2017/by Alan Moore
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

 

What would you be able to accomplish...

October 25, 2017/by Alan Moore
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

 

What would you do if you were forced...

October 11, 2017/by Alan Moore
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

 

Brian Thompson, founder of Brian...

October 04, 2017/by Alan Moore
Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Amy Irvine, founder of Irvine Wealth...

September 27, 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
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

 

Melissa Ellis joins us this episode...

September 13, 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