All Episodes

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