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 5 de 21

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer 20/04/2022
Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP® 06/04/2022
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner 23/03/2022
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon 09/03/2022
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang 23/02/2022
Ep #328: An RIA Consultant's Advice for Building Your Firm: A Conversation with Cameo Roberson 09/02/2022
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend 26/01/2022
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer 12/01/2022
Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen 29/12/2021
Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon 15/12/2021
Ep #323: XYPN's 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces 01/12/2021
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP® 17/11/2021
Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster 03/11/2021
Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice 20/10/2021
Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche 06/10/2021
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell 22/09/2021
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo 08/09/2021
Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman 25/08/2021
Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp 11/08/2021
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens 28/07/2021
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