Ep #419: Navigating Success: From Startup to Thriving Enterprise
What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a tw...
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XYPN Radio
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. Wi...
Episodes
20 of 418 episodesEp #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
What if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern...
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on t...
Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shar...
Ep #415: Balanced PM Preview: Breaking Down Stagflation
Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM...
Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredict...
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strat...
Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building...
Ep #411: Growing Through Change: Building a Balanced Financial Practice
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...
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support adv...
Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm
Ryan Johnson launched Hundred Financial Planning with no clients, limited experience, and a tough regulatory environment. In this episode, h...
Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm
Leaving entrepreneurship doesn't mean leaving the industry for good. In this episode, Nannette Kamien, founder of Inspiration Financial Plan...
Ep #407: A Decade of Building XYPN from the Inside Out
In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she pr...
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey throu...
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
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-d...
Ep #404: Building a Purpose-Driven Practice in Three Months
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an e...
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
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 o...
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring convers...
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's C...
Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE
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...