#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

We’re honored to interview Emily...

August 12, 2020/by Alan Moore
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members...

April 22, 2020/by Alan Moore
Ep #251: Making Advice Available in the Time of COVID-19

Ep #251: Making Advice Available in the Time of COVID-19

On this special episode centered...

April 15, 2020/by Alan Moore
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Scott Weiss is the owner of Weiss...

April 08, 2020/by Alan Moore
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Martha Williams is the owner of...

April 01, 2020/by Alan Moore
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Trent Porter is the owner of...

March 25, 2020/by Alan Moore
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie

Cliff Downie is the owner of Downie...

March 18, 2020/by Alan Moore
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Kelly Luethje is the owner of Willow...

March 11, 2020/by Alan Moore
Ep #245: From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

Ep #245: From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

Joe Morgan is the owner of Best...

March 04, 2020/by Alan Moore
Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm...

February 26, 2020/by Alan Moore
Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey

Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey

Denise Downey is the owner of...

February 19, 2020/by Alan Moore
Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Today XYPN member Rob Brown, owner...

February 12, 2020/by Alan Moore
Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Erik Klumpp is the owner of Chessie...

February 05, 2020/by Alan Moore
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Relationships, trust, and...

January 29, 2020/by Alan Moore
Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Scott Arnold is the owner of...

January 22, 2020/by Alan Moore
Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of...

January 15, 2020/by Alan Moore
Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach,...

January 08, 2020/by Alan Moore
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Kingston Hollman is one of XYPN’s...

January 01, 2020/by Alan Moore
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Today we are joined by the team from...

December 25, 2019/by Alan Moore
Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Today we have XYPN member David...

December 18, 2019/by Alan Moore
Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Alex Yeager started his career out...

December 11, 2019/by Alan Moore

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Popular Posts:

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

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