XYPN Radio

Featured Episodes

  • XYPN Radio Podcast Feature Image Episode 335 - Danielle Harrison
  • XYPN Radio Podcast Feature Image Episode 336 - Reese Harper
  • XYPN Radio Podcast Feature Image episode 338 - Ryan Greiser
  • XYPN Radio Podcast Feature Image Episode 339 - Chad Holmes
  • XYPN Radio Podcast Feature Image episode 344 - Cody Garrett
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 #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

We’re excited to have XYPN member Ben...

February 03, 2021/by Alan Moore
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

We’re excited to have XYPN member Todd...

January 27, 2021/by Alan Moore
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

We’re excited to have XYPN members Dan...

January 20, 2021/by Alan Moore
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

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

January 13, 2021/by Alan Moore
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌...

January 06, 2021/by Alan Moore
Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Today, XYPN co-founders, Alan Moore and...

December 30, 2020/by Alan Moore
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Jamie Rice joins the show today to...

April 10, 2019/by Alan Moore
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Today, Emlen Miles-Mattingly...

April 03, 2019/by Alan Moore
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Today we hear from Chloé Moore, a...

February 22, 2017/by Alan Moore
Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes

Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes

On today's episode we hear from André...

February 15, 2017/by Alan Moore
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Jennifer Pritchard has one of the most...

February 08, 2017/by Alan Moore
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

When you join the free XYPN Radio VIP...

February 01, 2017/by Alan Moore
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Today we're talking about a few topics...

January 25, 2017/by Alan Moore
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

For the past few episodes, we've...

January 18, 2017/by Alan Moore
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

This week, J.D. Bruce - President of...

January 11, 2017/by Alan Moore
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

The New Year often allows business...

January 05, 2017/by Alan Moore
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder...

December 28, 2016/by Alan Moore
Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Cady North, like most of our guests on...

December 21, 2016/by Alan Moore
Ep #78: Compliance Mailbag with Jim Cullen

Ep #78: Compliance Mailbag with Jim Cullen

This week on #XYPNRadio, Jim Cullen...

December 14, 2016/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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