#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 #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...

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...

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...

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...

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...

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...

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...

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...

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
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Kristin Harad followed a very...

December 07, 2016/by Alan Moore
Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

In the hustle of this always-busy...

November 30, 2016/by Alan Moore
Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

This week, we're excited to welcome...

November 23, 2016/by Alan Moore
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Adele Martin may just be one of the...

November 16, 2016/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 #253: How to Communicate Authentically with Clients During a Time of Crisis