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 #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

We’re excited to welcome Colton...

August 10, 2022/by Alan Moore
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member...

July 27, 2022/by Alan Moore
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

We’re excited to welcome XYPN member...

July 13, 2022/by Alan Moore
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...

March 23, 2022/by Alan Moore
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Today’s interview is with XYPN member...

January 26, 2022/by Alan Moore
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Jamie Rice joins the show today to...

April 10, 2019/by Alan Moore
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Today, Emlen Miles-Mattingly...

April 03, 2019/by Alan Moore

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    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

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