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 2 de 21

Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 07/08/2024
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 24/07/2024
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 10/07/2024
Ep #390: Leveraging Lived Experience to Serve Business Owners 26/06/2024
Ep #389: Going Full-time as a Solopreneur with Linden Cornett 12/06/2024
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 29/05/2024
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 15/05/2024
Ep #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic Tool 01/05/2024
Ep #385: XYPN From "NextGen" to the "NextTen:" A Growth Story 17/04/2024
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 03/04/2024
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 20/03/2024
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 06/03/2024
Ep #381: The Power of YouTube: Strategies for Building Your Clientele 21/02/2024
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 07/02/2024
Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 24/01/2024
Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 10/01/2024
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 27/12/2023
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 13/12/2023
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 29/11/2023
Ep #374: When Your Life Partner Makes for the Best Business Partner 15/11/2023
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