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 8 de 21

Ep #273: Leveraging Video to Establish Credibility - An Interview with Candice Carlton 16/09/2020
Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden 09/09/2020
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa 02/09/2020
Ep #270: Scaling Your Compliance Program 26/08/2020
Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn 19/08/2020
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon 12/08/2020
Ep #267: Supporting BIPOC Advisors on the Path to the CFP 05/08/2020
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk 29/07/2020
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright 22/07/2020
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces 15/07/2020
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm's Growth, The Career of Levi Sanchez 08/07/2020
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas 01/07/2020
Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom 24/06/2020
Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes 17/06/2020
Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan 10/06/2020
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee 03/06/2020
Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell 27/05/2020
Ep #256: Navigating The Way Forward with XYPN's Advisor Success Team 20/05/2020
Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies 13/05/2020
Ep #254: Lessons and Similarities of Past Market Downturns 06/05/2020
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