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 #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...

March 23, 2022/by Alan Moore
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

We’re excited to interview XYPN’s very...

March 09, 2022/by Alan Moore
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a...

February 23, 2022/by Alan Moore
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

We’re excited to have XYPN member...

June 24, 2020/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 #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Today, Julie Ford joins the show to...

March 27, 2019/by Alan Moore
Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

My guest today is XYPN member Lauryn...

March 20, 2019/by Alan Moore
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Today’s episode is great for all...

December 19, 2018/by Alan Moore
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is back...

November 28, 2018/by Alan Moore
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

XYPN member Michelle Gass has had...

November 21, 2018/by Alan Moore
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Danna Jacobs and Rob Colon are an...

November 07, 2018/by Alan Moore
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Todays' guest decided to start his own...

October 31, 2018/by Alan Moore
Ep #175: Financial Planning for Genentech Employees - The Career of David Barson

Ep #175: Financial Planning for Genentech Employees - The Career of David Barson

My guest today is a great example of...

October 24, 2018/by Alan Moore
Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Today I’m excited to have XYPN...
September 05, 2018/by Alan Moore
Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

Breanna Reish is the founder of Wealth...

August 08, 2018/by Alan Moore
Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Today's guest has led his firm through...

August 01, 2018/by Alan Moore
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

Today’s guest is a thought leader in...

July 25, 2018/by Alan Moore
Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale

Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale

Dealing with clients who are grieving...

June 27, 2018/by Alan Moore
Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant

Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant

Many people are in search of a career...

June 20, 2018/by Alan Moore
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Most people know there are risks and...
May 02, 2018/by Alan Moore
Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Today's guest is a great example of...
April 25, 2018/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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