#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 #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

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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 #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces