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 13 de 21

Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson 10/10/2018
Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep 03/10/2018
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Connor 26/09/2018
Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch 19/09/2018
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren 12/09/2018
Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband 05/09/2018
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford 29/08/2018
Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor 22/08/2018
Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson 15/08/2018
Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish 08/08/2018
Ep #163: From $30K to $330K in One Year: How to Handle Explosive Firm Growth 01/08/2018
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil 25/07/2018
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman 18/07/2018
Ep #160: Getting Through The "What Did I Do" Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich 11/07/2018
Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success 04/07/2018
Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale 27/06/2018
Ep #157: From Massage Therapy to Financial Planning, How to Build a Business That Works For You - The Career of Debbie Gallant 20/06/2018
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole 13/06/2018
Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons 06/06/2018
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider 30/05/2018
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