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 9 de 21

Ep #253: How to Communicate Authentically with Clients During a Time of Crisis 29/04/2020
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility 22/04/2020
Ep #251: Making Advice Available in the Time of COVID-19 15/04/2020
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss 08/04/2020
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams 01/04/2020
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter 25/03/2020
Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie 18/03/2020
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje 11/03/2020
Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan 04/03/2020
Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group 26/02/2020
Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey's Financial Trex 19/02/2020
Ep #242: Film Production to a Lifestyle Firm: The Career Change of Rob Brown 12/02/2020
Ep #241: Erik Klumpp - From Stay-At-Home Dad To Owning Three Businesses 05/02/2020
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff 29/01/2020
Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold 22/01/2020
Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm 15/01/2020
Ep #237: Personalize Your Sales Process with BB Webb 08/01/2020
Ep #236: Audits: The Do's and Don'ts According to a Former Regulator: An Interview with Kingston Hollman 01/01/2020
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS 25/12/2019
Ep #234: A Successful Succession Plan with David Shotwell 18/12/2019
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