Listen to Behind The Advisor podcast

Ep #407: A Decade of Building XYPN from the Inside Out	Behind The Advisor	49:49
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo	Behind The Advisor	34:43
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation	Behind The Advisor	38:00
Ep #404: Building a Purpose-Driven Practice in Three Months	Behind The Advisor	49:28
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer	Behind The Advisor	51:09
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad	Behind The Advisor	48:18
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward	Behind The Advisor	54:19
Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE	Behind The Advisor	67:28
Ep #399: Redefining Success In Your Financial Planning Firm	Behind The Advisor	52:00
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond	Behind The Advisor	55:52
Ep #397: Empowering Internationally Born Clients Through Financial Planning	Behind The Advisor	55:50
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue	Behind The Advisor	50:53
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown	Behind The Advisor	61:36
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner	Behind The Advisor	56:51
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster	Behind The Advisor	55:55
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA	Behind The Advisor	51:43
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients	Behind The Advisor	58:28
Ep #390: Leveraging Lived Experience to Serve Business Owners	Behind The Advisor	55:48
Ep #389: Going Full-time as a Solopreneur with Linden Cornett	Behind The Advisor	51:11
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool	Behind The Advisor	54:05
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner	Behind The Advisor	55:04
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool	Behind The Advisor	59:19
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story	Behind The Advisor	69:19
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis	Behind The Advisor	61:24
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®	Behind The Advisor	59:46
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm	Behind The Advisor	54:59
Ep #381: The Power of YouTube: Strategies for Building Your Clientele	Behind The Advisor	47:08
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt	Behind The Advisor	56:46
Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young	Behind The Advisor	53:01
Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide	Behind The Advisor	52:36
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA	Behind The Advisor	55:08
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance	Behind The Advisor	54:34
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA	Behind The Advisor	49:25
Ep #374: When Your Life Partner Makes for the Best Business Partner	Behind The Advisor	56:10
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE	Behind The Advisor	61:36
Ep #372: How To Find Success While Doing the Next Right Thing	Behind The Advisor	55:58
Ep #371: How Life's Detours Can Support Your Dream Job	Behind The Advisor	55:00
Ep #370: Mastering the RIA Transition from CIO to Successful Founder	Behind The Advisor	55:19
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management	Behind The Advisor	60:17
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients	Behind The Advisor	46:16

Ep #407: A Decade of Building XYPN from the Inside Out

Behind The Advisor

49:49

Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

Behind The Advisor

34:43

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

Behind The Advisor

38:00

Ep #404: Building a Purpose-Driven Practice in Three Months

Behind The Advisor

49:28