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Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko — Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Today we welcome XYPN member Andy...
November 16, 2022/by Alan Moore

Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces — Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Co-Founders Alan Moore and Michael...
November 02, 2022/by Alan Moore

Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick — Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

We’re excited for today’s episode with...
October 19, 2022/by Alan Moore

Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach — Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Today we talk to Maggie Beach, CFP®,...
October 05, 2022/by Alan Moore

Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® — Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

We’re excited to welcome XYPN member...
June 29, 2022/by Alan Moore

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark — Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

We’re excited to welcome XYPN member...
June 15, 2022/by Alan Moore

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper — Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

We’re excited to welcome XYPN member...
June 01, 2022/by Alan Moore

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

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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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