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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 #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

We’re excited to have XYPN members...

May 27, 2020/by Alan Moore
Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

We’re excited to have XYPN member...

May 06, 2020/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking for...

October 16, 2019/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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