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 #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Whether you live in a single or...

January 25, 2023/by Alan Moore
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

We’re excited to welcome XYPN member...

November 30, 2022/by Alan Moore
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

 

We’re excited to welcome XYPN member,...

August 24, 2022/by Alan Moore
Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

We’re excited to have student loan...

September 30, 2020/by Alan Moore
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

We’re honored to have George Kinder,...

September 23, 2020/by Alan Moore
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

We’re excited to have XYPN member Levi...

July 08, 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 #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Scott Arnold is the owner of...

January 22, 2020/by Alan Moore
Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of Equalis...

January 15, 2020/by Alan Moore
Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach, having...

January 08, 2020/by Alan Moore
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Kingston Hollman is one of XYPN’s...

January 01, 2020/by Alan Moore
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Today we are joined by the team from...

December 25, 2019/by Alan Moore
Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Today we have XYPN member David...

December 18, 2019/by Alan Moore
Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Alex Yeager started his career out of...

December 11, 2019/by Alan Moore
Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

XYPN member Craig Joncas and his...

December 04, 2019/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 #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

In financial planning, you can’t be all...

August 07, 2019/by Alan Moore
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South Bay...

June 26, 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

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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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