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

Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche

Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

Ep #305: Embracing an Expanding Compliance Program

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

Ep #294: Building an Authentic Firm That's a Magnet for Clients: A Discussion with Anna N'Jie Konte

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #287: Applying Startup Experience to the First 12 Months of Business

Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson

Ep #278: Motherhood and Firm Ownership: How To Master Both - Tips from Morgen Rochard

Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

Ep #275: College Planning, Student Loans, and Today's Economic Realities: An Interview with Heather Jarvis and Joe Messinger

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

Ep #273: Leveraging Video to Establish Credibility - An Interview with Candice Carlton

Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

Ep #270: Scaling Your Compliance Program

Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #267: Supporting BIPOC Advisors on the Path to the CFP

Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm's Growth, The Career of Levi Sanchez

Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas

Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes

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

Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

Ep #256: Navigating The Way Forward with XYPN's Advisor Success Team

Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

Ep #254: Lessons and Similarities of Past Market Downturns

Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #251: Making Advice Available in the Time of COVID-19

Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie

Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group

Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey's Financial Trex

Ep #242: Film Production to a Lifestyle Firm: The Career Change of Rob Brown

Ep #241: Erik Klumpp - From Stay-At-Home Dad To Owning Three Businesses

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm

Ep #237: Personalize Your Sales Process with BB Webb

Ep #236: Audits: The Do's and Don'ts According to a Former Regulator: An Interview with Kingston Hollman

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Ep #234: A Successful Succession Plan with David Shotwell

Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal

Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley

Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces

Ep #229: Building Holistiplan: How Curiosity Turned Into an Industry-Changing Tool

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers Cristina Livadary & Stephanie Bucko

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - Ed Coambs

Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney

Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

Ep #214: A Three-Year Check-In with Shawn Tydlaska

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

Ep #200: Words of Wisdom for Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Ep #199: How a Love of Sailing has Propelled His Business - The Career of Jamie Rice

Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Ep #187: Scaling a Financial Planning Practice Through Merging

Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum

Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Ep #181: The Day to Day of a COO - The Career of XYPN's COO Raul Dominguez

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Ep #175: Financial Planning for Genentech Employees - The Career of David Barson

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson

Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Connor

Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch

Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor

Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson

Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

Ep #163: From $30K to $330K in One Year: How to Handle Explosive Firm Growth

Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

Ep #160: Getting Through The "What Did I Do" Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success

Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale

Ep #157: From Massage Therapy to Financial Planning, How to Build a Business That Works For You - The Career of Debbie Gallant

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

Ep #153: The Merging of Two Practices with Gabe Anderson & Scott Bell

Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom

Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olsen & Julia Lorenz-Olsen

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

Ep 146: Buying a Firm from Their Father - The Careers of Taylor & Kailie

Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

Ep #111: Built a Firm From Scratch at 29 with Mike Solari

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

Ep #105: The Importance of Self Care for Surviving Entrepreneurship

Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich

Ep #93: The Path from Commission to Hybrid to Fee-only - An Interview with Sean Kernan

Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez

Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

Ep #90: The Myth of Fee Compression for Financial Advisors - Co-hosted by Alan and Michael

Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes

Ep #86: Building a Virtual Paraplanning Business

Ep #85: Surviving the Wirehouse Trap

Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North

Ep #78: Compliance Mailbag with Jim Cullen

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap

Ep #72: Creating an Encore Career with Linden Cornett

Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Ep #69: Fail Fast and Pivot Quickly with John McCarthy

Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Ep #65: Developing a Specialty Service Around College Planning

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Ep #61: Beyond the Buyout: Rebranding, Rebuilding, and Redefining a Firm

Ep #60: Financial Life Coaching with Garrett Philbin

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Ep #58: Break Away from Selling Products and Launch a Fee-Only RIA

Ep #57: How to Be an Entrepreneur in Financial Planning

Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations

Ep #54: Developing a Financial Literacy Program with Jennifer Harper

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

Ep #51: Alan & Kitces Unhinged - Betterment, Mastermind Groups, and Technology

EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

Ep #48: How to Advise on Student Loans in Financial Planning

Ep #47: Family and Financial Planning - The Career of Pam Horack

Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

Ep #45: Brunching the Way to Success – The Career of Pam Capalad

Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces

Ep #43: Data Security in Financial Planning with Blane Warrene

Ep #42: Alan & Kitces Unhinged - Mailbag Episode

Ep #41: Convert Financial Planning Leads to Clients

Ep #40: Embracing Impostor Syndrome with Carl Richards

Ep #39: Writing Books to Supercharge Your RIA Marketing

Ep #38: Residency Programs in Financial Planning

Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner

Ep #36: Serve NextGen Clients Inside Your Existing Firm

Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood

Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti

Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm

Ep #31: How To Deal With Failure In Your First Year of Business

Ep #30: SEO for Financial Advisors with Brent Carnduff

Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge

Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk

Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success

Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm

Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces

Ep #23: The How and Why of Monthly Retainers with Alan & Kitces

Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success

Ep #20: Net Worth & Income Based Retainers & More from The Planning Center

Ep #19: The Career of Katie Brewer – Using Speaking Gigs to Get Prospective Clients (and Income!)

Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM

Ep #17: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin

Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner

Ep #13: Starting a Firm From Scratch With No Experience

Ep #12: BONUS EPISODE - Alan & Kitces Unhinged (Mailbag style!)

Ep #11: Crisis of Differentiation and the Niche Imperative

Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old

Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting

Ep #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning

Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old

Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams

Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer

Ep #4: Blogging Your Way To The Top with Jeff Rose

Ep #3: The Career of Sophia Bera - From Actress to Firm Owner

Ep #2: What the Behavior Gap Teaches Us About Better Financial Planning

Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning