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 4 de 21

Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole 11/01/2023
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller 28/12/2022
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger 14/12/2022
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel 30/11/2022
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko 16/11/2022
Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces 02/11/2022
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick 19/10/2022
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach 05/10/2022
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett 21/09/2022
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller 07/09/2022
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns 24/08/2022
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP® 10/08/2022
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP® 27/07/2022
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes 13/07/2022
Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® 29/06/2022
Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark 15/06/2022
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper 01/06/2022
Ep #335: Building a Resilient Fee-Only Practice Through Economic Turbulence 18/05/2022
Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche 04/05/2022
Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer 20/04/2022
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