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...
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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...
XYPN Radio Podcast Guide
Listen to XYPN Radio, a Business podcast by XYPN Radio. Stream 413 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 413 episodesEp #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...
Ep #399: Redefining Success In Your Financial Planning Firm
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in S...
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
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...
Ep #397: Empowering Internationally Born Clients Through Financial Planning
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 tha...
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
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 Scot...
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown
We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of te...