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 11 de 21

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill 17/07/2019
Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters 10/07/2019
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe 03/07/2019
Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt 26/06/2019
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson 19/06/2019
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt 12/06/2019
Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner 05/06/2019
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger 29/05/2019
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich 22/05/2019
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine 15/05/2019
Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein 08/05/2019
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck 01/05/2019
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold 24/04/2019
Ep #200: Words of Wisdom for Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200 17/04/2019
Ep #199: How a Love of Sailing has Propelled His Business - The Career of Jamie Rice 10/04/2019
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly 03/04/2019
Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford 27/03/2019
Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams 20/03/2019
Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand 13/03/2019
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman 06/03/2019
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