#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 #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN...

March 24, 2021/by Alan Moore
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

We’re thrilled to have four incredible...

March 17, 2021/by Alan Moore
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Today, we’re excited to talk with three...

March 10, 2021/by Alan Moore
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Today XYPN member Miguel Gomez joins...

October 30, 2019/by Alan Moore
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose mana

October 09, 2019/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 #222: Building Your Business with Intentionality featuring Eric Roberge

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

Starting and running a business takes...

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 founders...

September 18, 2019/by Alan Moore
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

After working for his previous firm for...

June 19, 2019/by Alan Moore
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

After coming on the show two years ago...

June 12, 2019/by Alan Moore
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Brad Sherman is the founder of Sherman...

July 18, 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 #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

There’s no right way to structure a...

June 13, 2018/by Alan Moore
Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

The process of transitioning from...

January 10, 2018/by Alan Moore
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer

What does it take to start and grow a...

December 13, 2017/by Alan Moore
Ep #89: What's Holding You Back From Success in Sales - An Interview with Nancy Bleeke

Ep #89: What's Holding You Back From Success in Sales - An Interview with Nancy Bleeke

March 01, 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

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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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