All Episodes

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

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