#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 #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

XYPN member Craig Joncas and his...

December 04, 2019/by Alan Moore
Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Lorri DeFoor started her career as a...

November 27, 2019/by Alan Moore
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Every year, we collect data from our...

November 20, 2019/by Alan Moore
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working...

October 23, 2019/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking...

October 16, 2019/by Alan Moore
Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business...

September 25, 2019/by Alan Moore
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 #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Michelle Smalenberger has over 12...

May 29, 2019/by Alan Moore
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Over the past 200 episodes, we’ve...

April 17, 2019/by Alan Moore
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

Entrepreneurs view risk differently...
September 12, 2018/by Alan Moore

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Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis