Behind The Advisor
Episodes
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
08 Oct 2025
Contributed by Lukas
Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hir...
Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
10 Sep 2025
Contributed by Lukas
In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building communit...
Ep #411: Growing Through Change: Building a Balanced Financial Practice
27 Aug 2025
Contributed by Lukas
In 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+ hous...
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
13 Aug 2025
Contributed by Lukas
In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by h...
Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm
16 Jul 2025
Contributed by Lukas
Ryan Johnson launched Hundred Financial Planning with no clients, limited experience, and a tough regulatory environment. In this episode, he shares h...
Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm
02 Jul 2025
Contributed by Lukas
Leaving entrepreneurship doesn't mean leaving the industry for good. In this episode, Nannette Kamien, founder of Inspiration Financial Planning, shar...
Ep #407: A Decade of Building XYPN from the Inside Out
09 Apr 2025
Contributed by Lukas
In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to ...
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
26 Mar 2025
Contributed by Lukas
Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA...
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
12 Mar 2025
Contributed by Lukas
On 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 an...
Ep #404: Building a Purpose-Driven Practice in Three Months
22 Jan 2025
Contributed by Lukas
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coac...
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
08 Jan 2025
Contributed by Lukas
On 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 ...
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
11 Dec 2024
Contributed by Lukas
In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation ...
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
27 Nov 2024
Contributed by Lukas
XYPN 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...
Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE
13 Nov 2024
Contributed by Lukas
What'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...
Ep #399: Redefining Success In Your Financial Planning Firm
30 Oct 2024
Contributed by Lukas
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oreg...
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
16 Oct 2024
Contributed by Lukas
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive...
Ep #397: Empowering Internationally Born Clients Through Financial Planning
02 Oct 2024
Contributed by Lukas
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that special...
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
18 Sep 2024
Contributed by Lukas
In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Ar...
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown
04 Sep 2024
Contributed by Lukas
We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team member...
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
21 Aug 2024
Contributed by Lukas
In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax ...
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster
07 Aug 2024
Contributed by Lukas
In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321...
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA
24 Jul 2024
Contributed by Lukas
In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and A...
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
10 Jul 2024
Contributed by Lukas
In today's episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializ...
Ep #390: Leveraging Lived Experience to Serve Business Owners
26 Jun 2024
Contributed by Lukas
In today's episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinn...
Ep #389: Going Full-time as a Solopreneur with Linden Cornett
12 Jun 2024
Contributed by Lukas
We are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three tim...
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
29 May 2024
Contributed by Lukas
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersb...
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
15 May 2024
Contributed by Lukas
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Rebecca shares how she has evolved SeedSafe fro...
Ep #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic Tool
01 May 2024
Contributed by Lukas
On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are...
Ep #385: XYPN From "NextGen" to the "NextTen:" A Growth Story
17 Apr 2024
Contributed by Lukas
In this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the ear...
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
03 Apr 2024
Contributed by Lukas
I'm honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, back on XYPN Radio. It's been nearly three years since she last joi...
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
20 Mar 2024
Contributed by Lukas
Today we welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike shares insights into h...
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
06 Mar 2024
Contributed by Lukas
In this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer share...
Ep #381: The Power of YouTube: Strategies for Building Your Clientele
21 Feb 2024
Contributed by Lukas
This special episode of XYPN Radio will be Alan's last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before ...
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
07 Feb 2024
Contributed by Lukas
Explore Tara Tussing Unverzagt's innovative approach to financial planning. Tara's path to success involves leveraging her expertise as a certified fi...
Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young
24 Jan 2024
Contributed by Lukas
Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche....
Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide
10 Jan 2024
Contributed by Lukas
Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning th...
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
27 Dec 2023
Contributed by Lukas
Matt Miner, founder of Miner Wealth Management and an XYPN member, joins us on the show today. After starting his career in corporate finance and ...
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
13 Dec 2023
Contributed by Lukas
Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the po...
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
29 Nov 2023
Contributed by Lukas
Many of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you're in the thick of it? Our guest today, N...
Ep #374: When Your Life Partner Makes for the Best Business Partner
15 Nov 2023
Contributed by Lukas
Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to...
Ep #373: XYPN's 2023 Benchmarking Study Highlights LIVE
01 Nov 2023
Contributed by Lukas
What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hi...
Ep #372: How To Find Success While Doing the Next Right Thing
18 Oct 2023
Contributed by Lukas
Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has ...
Ep #371: How Life's Detours Can Support Your Dream Job
04 Oct 2023
Contributed by Lukas
Your RIA journey isn't just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportun...
Ep #370: Mastering the RIA Transition from CIO to Successful Founder
20 Sep 2023
Contributed by Lukas
Our guest moved up the corporate ladder to become CIO at 2 different large RIA's. Even from the top, there is just no replacing the freedom and flexib...
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
06 Sep 2023
Contributed by Lukas
From youth ministry to personal finance, Jeff Clark's journey wasn't simple. In his church, Jeff offered to help his peers with their finances, but so...
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
23 Aug 2023
Contributed by Lukas
Not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan re...
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
09 Aug 2023
Contributed by Lukas
We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our g...
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
26 Jul 2023
Contributed by Lukas
If you're wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode's for ...
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
12 Jul 2023
Contributed by Lukas
If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode i...
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
28 Jun 2023
Contributed by Lukas
If you're interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford...
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno
14 Jun 2023
Contributed by Lukas
If you're interested in how finding your niche can change everything and how well the equity compensation niche has worked for XYPN member Christine A...
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
31 May 2023
Contributed by Lukas
If you're interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to b...
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O'Neill
17 May 2023
Contributed by Lukas
In this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Planning, we hear how niching not on...
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
03 May 2023
Contributed by Lukas
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a callin...
Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
19 Apr 2023
Contributed by Lukas
If you're interested in learning about the advantages of growing your firm with like-minded advisors, hiring a virtual assistant, and having a sup...
Ep #358: When "Having It All" Looks Different Than You Planned: A Reflective Conversation with Betty Wang
05 Apr 2023
Contributed by Lukas
If you've ever found yourself questioning what "having it all" looks like for you, how to pull focus on those visions and find balance as you start an...
Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
22 Mar 2023
Contributed by Lukas
If you're interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode's ...
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
08 Mar 2023
Contributed by Lukas
Andie married her high school sweetheart, who was an Air Force pilot and started moving all over the world every two years. She found work as a math t...
Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin
22 Feb 2023
Contributed by Lukas
Frank Austin, CFA, ChFC®, founder of Sustainable Financial Planning, achieved his FIRE goal of retiring at 50 and starting his own financial planning...
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke
08 Feb 2023
Contributed by Lukas
In this informative conversation with XYPN member Joanne Burke, CFP®, CPA/PFS, founder of Birch Street Financial Advisors, we learn why Joanne left ...
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder
25 Jan 2023
Contributed by Lukas
Whether you live in a single or dual-entrepreneurial household, have children you're balancing in that equation, or are just looking for effective tip...
Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
11 Jan 2023
Contributed by Lukas
We're excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back ...
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
28 Dec 2022
Contributed by Lukas
At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alon...
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
14 Dec 2022
Contributed by Lukas
We're excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on ...
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
30 Nov 2022
Contributed by Lukas
We're excited to welcome XYPN member Jessica Goedtel, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking s...
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
16 Nov 2022
Contributed by Lukas
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial ad...
Ep #347: XYPN's 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
02 Nov 2022
Contributed by Lukas
Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year...
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
19 Oct 2022
Contributed by Lukas
In today's episode, we're excited to have Nancy Hetrick, founder of Smarter Divorce Solutions, who specializes in collaborative divorce. After her...
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
05 Oct 2022
Contributed by Lukas
Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real e...
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
21 Sep 2022
Contributed by Lukas
We're excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 year...
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller
07 Sep 2022
Contributed by Lukas
Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his caree...
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns
24 Aug 2022
Contributed by Lukas
We're excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael's start in fi...
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®
10 Aug 2022
Contributed by Lukas
We're excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of the Office Planning to the show today. On this episode, Colton talks ...
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®
27 Jul 2022
Contributed by Lukas
We're excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for o...
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes
13 Jul 2022
Contributed by Lukas
We're excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and disco...
Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®
29 Jun 2022
Contributed by Lukas
We're excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his pro...
Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark
15 Jun 2022
Contributed by Lukas
We're excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing...
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
01 Jun 2022
Contributed by Lukas
We're excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City,...
Ep #335: Building a Resilient Fee-Only Practice Through Economic Turbulence
18 May 2022
Contributed by Lukas
We're excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Col...
Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche
04 May 2022
Contributed by Lukas
Today's episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are ha...
Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer
20 Apr 2022
Contributed by Lukas
Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated ...
Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®
06 Apr 2022
Contributed by Lukas
Today's interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professional...
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner
23 Mar 2022
Contributed by Lukas
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside persp...
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon
09 Mar 2022
Contributed by Lukas
We're excited to interview XYPN's very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming f...
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang
23 Feb 2022
Contributed by Lukas
Today we're talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in th...
Ep #328: An RIA Consultant's Advice for Building Your Firm: A Conversation with Cameo Roberson
09 Feb 2022
Contributed by Lukas
Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn't an XYPN member, nor is she ...
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend
26 Jan 2022
Contributed by Lukas
Today's interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. ...
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
12 Jan 2022
Contributed by Lukas
Today we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right ou...
Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen
29 Dec 2021
Contributed by Lukas
Today, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer...
Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon
15 Dec 2021
Contributed by Lukas
We're joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, ...
Ep #323: XYPN's 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
01 Dec 2021
Contributed by Lukas
XYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member...
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®
17 Nov 2021
Contributed by Lukas
We're excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN's Financial Planning & Process Coach. Kathleen is joining u...
Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
03 Nov 2021
Contributed by Lukas
We're excited for today's episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley star...
Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice
20 Oct 2021
Contributed by Lukas
Today, we're excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community ...
Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche
06 Oct 2021
Contributed by Lukas
#XYPNRadio's very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN's Senior Director of Member Success, a role in which she's...
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
22 Sep 2021
Contributed by Lukas
We're excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As...
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
08 Sep 2021
Contributed by Lukas
We're excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with ...
Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman
25 Aug 2021
Contributed by Lukas
Today we're excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed t...
Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp
11 Aug 2021
Contributed by Lukas
We're excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of Wise Stewardship Financial Planning—a two-year-old, 100% ...
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens
28 Jul 2021
Contributed by Lukas
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens ...