#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 #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Today we have the founder of...

November 13, 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...

June 12, 2019/by Alan Moore
Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm,...

February 20, 2019/by Alan Moore
Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

The lack of financial literacy is...

January 16, 2019/by Alan Moore
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Rebecca Conner took the leap and...

September 26, 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 #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis