#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

We’re excited to have XYPN member...

September 09, 2020/by Alan Moore
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

We’re excited to welcome our...

September 02, 2020/by Alan Moore
Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Finding a fulfilling and effective...

February 21, 2018/by Alan Moore
Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Alan Moore and Michael Kitces join...

January 24, 2018/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Popular Posts:

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

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