Behind The Advisor

Behind The Advisor

Por: XYPN
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
412 episodios disponibles

Latest episodes of the podcast Behind The Advisor

Mostrando página 15 de 21

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole 27/12/2017
Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet 20/12/2017
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months 13/12/2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin 06/12/2017
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek 29/11/2017
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters 22/11/2017
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet 15/11/2017
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey 08/11/2017
Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton 01/11/2017
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin 25/10/2017
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell 18/10/2017
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina 11/10/2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson 04/10/2017
Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine 27/09/2017
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli 20/09/2017
Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis 13/09/2017
Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb 06/09/2017
Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina 30/08/2017
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA 23/08/2017
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen 16/08/2017
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