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Recent Episodes
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 strategies, hiring, and the value of CFP® certification, this…
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 community, and keeping the human side of planning front and…
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 to 70+ households—while redesigning their work and life for…
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 advisors by helping clients build stability and confidence…
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, he shares how XYPN's Sapphire model helped him move fast,…
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 Planning, shares her journey of launching, pausing, and…
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 prepares to depart after nearly 11 years. From her start as…
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 through the RIA transition and how XYPN Sapphire helped him…
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-designed and automated client onboarding process. During…
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 expert coach for RIA owners, helping them uncover their…
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 of the N2 Content Marketing Group. Together we unpack the…
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 conversation about personal and professional growth. You can find…
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 COO, for an inspiring conversation. It's been a few years…
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 hit the stage at XYPN LIVE 2024 to discuss insights from…
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 Salem, Oregon, Brenna has already reached significant…
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, to dive into the unique financial planning needs of…
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 that specializes in serving foreign-born individuals.…
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 Scottsdale, Arizona. Nathan shares his experience transitioning…
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 team members moving on. We explore how perfecting your firm's…
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado.…
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Behind The Advisor has published 412 episodes since August 2015, covering topics in Business, Careers.
Behind The Advisor is currently sporadic with new episodes every 2 weeks. Average episode length is 58m.
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