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Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working...

October 23, 2019/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking...

October 16, 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
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Today XYPN member Sara Stanich,...

May 22, 2019/by Alan Moore
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Sidney Divine, founder of Divine...

May 15, 2019/by Alan Moore
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is...

January 09, 2019/by Alan Moore
Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Making the shift from serving in...

January 02, 2019/by Alan Moore
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Malcolm Thomas became XYPN’s...

December 26, 2018/by Alan Moore
Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

Breanna Reish is the founder of...

August 08, 2018/by Alan Moore
Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Today's guest has led his firm...

August 01, 2018/by Alan Moore
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

Today’s guest is a thought leader...

July 25, 2018/by Alan Moore
Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Today's guest is a great example...
April 25, 2018/by Alan Moore
Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

March 14, 2018/by Alan Moore
Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Today we have two guests on the show...

January 03, 2018/by Alan Moore
Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Building a business that really fits...

December 27, 2017/by Alan Moore
Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

 

The financial planning field has...

December 20, 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...

November 29, 2017/by Alan Moore

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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 #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason