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 #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 XYPN...

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 encore...

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 to...

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 Carpenter....

October 05, 2016/by Alan Moore
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Michael and Alan are back for another...

September 28, 2016/by Alan Moore
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Jake Kuebler is a 30-year-old planner...

September 21, 2016/by Alan Moore
Ep #65: Developing a Specialty Service Around College Planning

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for more...

September 14, 2016/by Alan Moore
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Trace Tisler walked away from a...

September 07, 2016/by Alan Moore
Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Michael and Alan are back for another...

August 31, 2016/by Alan Moore
Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Andrew McFadden took a traditional...

August 24, 2016/by Alan Moore
Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Are you thinking about becoming part of...

August 17, 2016/by Alan Moore
Ep #60: Financial Life Coaching with Garrett Philbin

Ep #60: Financial Life Coaching with Garrett Philbin

Can you create a profitable business...

August 10, 2016/by Alan Moore
Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Many advisors feel overwhelmed while...

August 03, 2016/by Alan Moore
Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Do you want to start your own fee-only...

July 27, 2016/by Alan Moore
Ep #57: How to Be an Entrepreneur in Financial Planning

Ep #57: How to Be an Entrepreneur in Financial Planning

This week, we get to hear from Stephen...

July 20, 2016/by Alan Moore
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Alan and Michael Kitces are back to...

July 13, 2016/by Alan Moore
Ep #55: How to Transition to Working as a Virtual Advisor

Ep #55: How to Transition to Working as a Virtual Advisor

On this week's episode, we're answering...

July 06, 2016/by Alan Moore
Ep #54: Developing a Financial Literacy Program with Jennifer Harper

Ep #54: Developing a Financial Literacy Program with Jennifer Harper

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

June 29, 2016/by Alan Moore
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

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

June 22, 2016/by Alan Moore

Browse our Advisor Resources

Don't miss out! Subscribe to receive an email when a new episode airs:

Search the Podcast

    Popular Posts:

    Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
    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 #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison
    Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

    Let's Connect

    Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

    Schedule a Call
    XYPN Radio