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 7 de 21

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek 03/02/2021
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot 27/01/2021
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle 20/01/2021
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff 13/01/2021
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson 06/01/2021
Ep #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces 30/12/2020
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor 23/12/2020
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo 16/12/2020
Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy 09/12/2020
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock 02/12/2020
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve 25/11/2020
Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin 18/11/2020
Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory 11/11/2020
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee 04/11/2020
Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson 28/10/2020
Ep #278: Motherhood and Firm Ownership: How To Master Both - Tips from Morgen Rochard 21/10/2020
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA 14/10/2020
Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author 07/10/2020
Ep #275: College Planning, Student Loans, and Today's Economic Realities: An Interview with Heather Jarvis and Joe Messinger 30/09/2020
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward 23/09/2020
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