#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 #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

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces