#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 #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 #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

We are thrilled to have XYPN member,...

June 03, 2020/by Alan Moore
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax...

January 31, 2018/by Alan Moore
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

It’s easy to get stuck doing things...

November 15, 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 #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 #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon