#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 #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

We’re excited to have XYPN member...

December 09, 2020/by Alan Moore
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

We’re excited to have XYPN member...

December 02, 2020/by Alan Moore
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

We’re excited to have XYPN member...

November 25, 2020/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 #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Scott Arnold is the owner of...

January 22, 2020/by Alan Moore
Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of...

January 15, 2020/by Alan Moore
Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach,...

January 08, 2020/by Alan Moore
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Daniel Hannoush is an excellent...

September 04, 2019/by Alan Moore
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Today's guest has found impressive...

August 28, 2019/by Alan Moore
Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - An Interview with Ed Coambs

Ed Coambs has had a unique journey...

August 21, 2019/by Alan Moore
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Kevin Mahoney started his career in...

August 14, 2019/by Alan Moore
Ep #214: A Three-Year Check-In with Shawn Tydlaska

Ep #214: A Three-Year Check-In with Shawn Tydlaska

Shawn Tydlaska is the founder of...

July 31, 2019/by Alan Moore
Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

How financial advisors are charging...

July 17, 2019/by Alan Moore
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Antowoine Winters spent 10 years...

July 10, 2019/by Alan Moore
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Grant Bledsoe is the founder of...

July 03, 2019/by Alan Moore
Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

After attending Colorado State...

June 05, 2019/by Alan Moore
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Michelle Smalenberger has over 12...

May 29, 2019/by Alan Moore

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Popular Posts:

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

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