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Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and...

September 18, 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
Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap

Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap

Steve Dunlap is our guest on the ...

November 09, 2016/by Alan Moore
Ep #72: Creating an Encore Career with Linden Cornett

Ep #72: Creating an Encore Career with Linden Cornett

Linden Cornett is working on an...

November 02, 2016/by Alan Moore
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

In response to repeated requests,...

October 26, 2016/by Alan Moore
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Daniel Wrenne revisits the podcast...

October 19, 2016/by Alan Moore
Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

This week our guest is Megan...

October 05, 2016/by Alan Moore

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Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
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Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces