#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 #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 #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm,...

February 20, 2019/by Alan Moore
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

 

What would you be able to...

October 25, 2017/by Alan Moore
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

 

Sound business decisions are made...

August 23, 2017/by Alan Moore
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Every member of XYPN has a unique...

August 16, 2017/by Alan Moore
Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

We often talk about the utility of...

August 09, 2017/by Alan Moore
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

We're trying out a new interview...

August 02, 2017/by Alan Moore
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

We know our mailbag is overflowing,...

July 26, 2017/by Alan Moore
Ep #109: When She Makes More - An Interview With Farnoosh Torabi

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

We're really excited about our...

July 19, 2017/by Alan Moore
Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

 

Helen Ngo shares her experience...

July 12, 2017/by Alan Moore
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

 

We meet so many interesting people...
July 05, 2017/by Alan Moore
Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

 

A key idea we hold here at XYPN is...
June 28, 2017/by Alan Moore
Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

 

Oftentimes we're so excited about...
June 21, 2017/by Alan Moore
Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

 

We're super excited to be hosting...
June 14, 2017/by Alan Moore
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

 

It's no secret the first year of...
June 07, 2017/by Alan Moore
Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

 

You've undoubtedly heard about...
June 01, 2017/by Alan Moore
Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

 

It's been a while since we dug...
May 24, 2017/by Alan Moore
Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

 

It's hard to believe we've already...
May 17, 2017/by Alan Moore
Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

 

May 10, 2017/by Alan Moore
Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

 

May 03, 2017/by Alan Moore
Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

 

April 26, 2017/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 #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer