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Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel — Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

We’re excited to welcome XYPN member...
November 30, 2022/by Alan Moore

Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett — Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

We’re excited to welcome XYPN member...
September 21, 2022/by Alan Moore

Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller — Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Today, we talk to XYPN member Ethan...
September 07, 2022/by Alan Moore

Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns — Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

We’re excited to welcome XYPN member,...
August 24, 2022/by Alan Moore

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP® — Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

We’re excited to welcome Colton...
August 10, 2022/by Alan Moore

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP® — Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member...
July 27, 2022/by Alan Moore

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes — Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

We’re excited to welcome XYPN member...
July 13, 2022/by Alan Moore

Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® — Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

We’re excited to welcome XYPN member...
June 29, 2022/by Alan Moore

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark — Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

We’re excited to welcome XYPN member...
June 15, 2022/by Alan Moore

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper — Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

We’re excited to welcome XYPN member...
June 01, 2022/by Alan Moore

Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison — Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

We’re excited to welcome XYPN member...
May 18, 2022/by Alan Moore

Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche — Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Today’s episode is a shift from our...
May 04, 2022/by Alan Moore

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer — Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Today, we talk to Cynthia Meyer, a...
April 20, 2022/by Alan Moore

Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP® — Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Today’s interview is with Leo Marte,...
April 06, 2022/by Alan Moore

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner — Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...
March 23, 2022/by Alan Moore

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon — Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

We’re excited to interview XYPN’s very...
March 09, 2022/by Alan Moore

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang — Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a...
February 23, 2022/by Alan Moore

Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson — Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson

Today I talk with Cameo Roberson, the...
February 09, 2022/by Alan Moore

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend — Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Today’s interview is with XYPN member...
January 26, 2022/by Alan Moore

Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer — Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Today we hear from the three founders...
January 12, 2022/by Alan Moore

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen — Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of...
December 29, 2021/by Alan Moore

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Popular Posts:

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 #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

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