All Episodes

Ep #419: Navigating Success: From Startup to Thriving Enterprise

Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors

Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like

Ep #416: Beyond the Balance Sheet: Advising Families Across Generations

Ep #415: Balanced PM Preview: Breaking Down Stagflation

Ep #414: From Set to CFP®: Reinventing Your Career From Scratch

Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE

Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs

Ep #411: Growing Through Change: Building a Balanced Financial Practice

Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm

Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm

Ep #407: A Decade of Building XYPN from the Inside Out

Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

Ep #404: Building a Purpose-Driven Practice in Three Months

Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer

Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad

Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward

Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE

Ep #399: Redefining Success In Your Financial Planning Firm

Ep #398: Supporting Childfree Clients with Financial Planning and Beyond

Ep #397: Empowering Internationally Born Clients Through Financial Planning

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

Ep #395: Attracting and Retaining Top Advisors with Caleb Brown

Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner

Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster

Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA

Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

Ep #390: Leveraging Lived Experience to Serve Business Owners

Ep #389: Going Full-time as a Solopreneur with Linden Cornett

Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool

Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner

Ep #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic Tool

Ep #385: XYPN From "NextGen" to the "NextTen:" A Growth Story

Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis

Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®

Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm

Ep #381: The Power of YouTube: Strategies for Building Your Clientele

Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt

Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young

Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide

Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA

Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA

Ep #374: When Your Life Partner Makes for the Best Business Partner

Ep #373: XYPN's 2023 Benchmarking Study Highlights LIVE

Ep #372: How To Find Success While Doing the Next Right Thing

Ep #371: How Life's Detours Can Support Your Dream Job

Ep #370: Mastering the RIA Transition from CIO to Successful Founder

Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management

Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross

Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young

Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh

Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane

Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno

Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill

Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O'Neill

Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

Ep #358: When "Having It All" Looks Different Than You Planned: A Reflective Conversation with Betty Wang

Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark

Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin

Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke

Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole

Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller

Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Ep #347: XYPN's 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

Ep #335: Building a Resilient Fee-Only Practice Through Economic Turbulence

Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

Ep #329: What the First Six Months of Running a Firm are Really Like

Ep #328: An RIA Consultant's Advice for Building Your Firm: A Conversation with Cameo Roberson

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

Ep #323: XYPN's 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®

Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice