Behind The Advisor
XYPN
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Ep #419: Navigating Success: From Startup to Thriving Enterprise
Ep #419: Navigating Success: From Startup to Thriving Enterprise
Bu podcast hakkında
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.
Bölümler
418 bölümden en yeni 20 bölüm
- Ep #419: Navigating Success: From Startup to Thriving Enterprise · 43 dkWhat does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person…
- Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors · 42 dkWhat if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern Financial Advisor host Mike Langford…
- Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like · 44 dkScott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and…
- Ep #416: Beyond the Balance Sheet: Advising Families Across Generations · 41 dkChad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families…
- Ep #415: Balanced PM Preview: Breaking Down Stagflation · 1 sa 5 dk · Bölüm 415Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN…
- Ep #414: From Set to CFP®: Reinventing Your Career From Scratch · 43 dkGreg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without…
- Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE · 56 dkAlan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP®…
- Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs · 36 dkIn this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side…
- Ep #411: Growing Through Change: Building a Balanced Financial Practice · 36 dkIn this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning…
- Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships · 35 dk · Bölüm 410In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build…
- Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm · 36 dkRyan Johnson launched Hundred Financial Planning with no clients, limited experience, and a tough regulatory environment. In this episode, he shares how XYPN's Sapphire model…
- Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm · 37 dkLeaving entrepreneurship doesn't mean leaving the industry for good. In this episode, Nannette Kamien, founder of Inspiration Financial Planning, shares her journey of launching…
- Ep #407: A Decade of Building XYPN from the Inside Out · 50 dk · Bölüm 407In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11…
- Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo · 35 dk · Bölüm 406Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN…
- Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation · 38 dk · Bölüm 405On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client…
- Ep #404: Building a Purpose-Driven Practice in Three Months · 49 dk · Bölüm 404XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping…
- Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer · 51 dk · Bölüm 403On this episode of XYPN Radio I'm thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group…
- Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad · 48 dk · Bölüm 402In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional…
- Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward · 54 dk · Bölüm 401XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation…
- Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE · 1 sa 7 dk · Bölüm 400What's the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to…
