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 #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 for...

July 17, 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, founder...

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 Wealth...

May 15, 2019/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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