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 6 de 21

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis 14/07/2021
Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka 30/06/2021
Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore 16/06/2021
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers 02/06/2021
Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross 26/05/2021
Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett 19/05/2021
Ep #307: Investment Storytelling: An Interview with Kelly Klingaman 12/05/2021
Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George 05/05/2021
Ep #305: Embracing an Expanding Compliance Program 28/04/2021
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale 21/04/2021
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas 14/04/2021
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson 07/04/2021
Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae 31/03/2021
Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho 24/03/2021
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks 17/03/2021
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel 10/03/2021
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes 03/03/2021
Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn 24/02/2021
Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman 17/02/2021
Ep #294: Building an Authentic Firm That's a Magnet for Clients: A Discussion with Anna N'Jie Konte 10/02/2021
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