#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

If you're interested in what’s...

March 06, 2019/by Alan Moore
Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying...

February 13, 2019/by Alan Moore
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Today’s guest is XYPN member and...

May 30, 2018/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Popular Posts:

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
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 #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call