#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 327 - Heather Townsend
  • #XYPNRadio Feature Image Episode 325 - Jennipher Lommen
  • #XYPNRadio Feature Image Episode 321 - Ashley Foster
  • #XYPNRadio Feature Image Episode 318 - Danika Waddell
  • #XYPNRadio Feature Image Episode 314 - Spencer Stephens
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

We’re excited to have XYPN member Helen...

December 16, 2020/by Alan Moore
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

We are thrilled to have XYPN member,...

June 03, 2020/by Alan Moore
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

From broker-dealer to independent...

October 02, 2019/by Alan Moore
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Today I've got XYPN member and founder...

September 11, 2019/by Alan Moore
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Daniel Hannoush is an excellent example...

September 04, 2019/by Alan Moore
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Antowoine Winters spent 10 years...

July 10, 2019/by Alan Moore
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Today’s episode is great for all...

December 19, 2018/by Alan Moore
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is back...

November 28, 2018/by Alan Moore
Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson

Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson

Balancing two careers, Police sergeant...

October 10, 2018/by Alan Moore
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

Many listeners have requested that we...

July 11, 2018/by Alan Moore
Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Tim Baker’s career is a testament to...

February 07, 2018/by Alan Moore
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

 

Brian Thompson, founder of Brian...

October 04, 2017/by Alan Moore
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

 

Justin Castelli certainly knows how...

September 20, 2017/by Alan Moore
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

 

Melissa Ellis joins us this episode...

September 13, 2017/by Alan Moore
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Every member of XYPN has a unique take...

August 16, 2017/by Alan Moore
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

We know our mailbag is overflowing, so...

July 26, 2017/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 #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 #11: Crisis of Differentiation and the Niche Imperative

Ep #11: Crisis of Differentiation and the Niche Imperative

We're changing things up a little bit...

September 23, 2015/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 #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

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