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.
411 episodios disponibles

Latest episodes of the podcast Behind The Advisor

Mostrando página 3 de 21

Ep #372: How To Find Success While Doing the Next Right Thing 18/10/2023
Ep #371: How Life's Detours Can Support Your Dream Job 04/10/2023
Ep #370: Mastering the RIA Transition from CIO to Successful Founder 20/09/2023
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management 06/09/2023
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients 23/08/2023
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross 09/08/2023
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young 26/07/2023
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh 12/07/2023
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane 28/06/2023
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno 14/06/2023
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill 31/05/2023
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill 17/05/2023
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon 03/05/2023
Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell 19/04/2023
Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang 05/04/2023
Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup 22/03/2023
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark 08/03/2023
Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin 22/02/2023
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke 08/02/2023
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder 25/01/2023
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