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Behind The Advisor
XYPN
412 episodes
5 hours ago
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Entrepreneurship
Business,
Careers
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All content for Behind The Advisor is the property of XYPN and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
Show more...
Entrepreneurship
Business,
Careers
Episodes (20/412)
Behind The Advisor
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
3 weeks ago
55 minutes 55 seconds

Behind The Advisor
Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
1 month ago
35 minutes 36 seconds

Behind The Advisor
Ep #411: Growing Through Change: Building a Balanced Financial Practice
2 months ago
35 minutes 45 seconds

Behind The Advisor
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
2 months ago
34 minutes 56 seconds

Behind The Advisor
Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm
3 months ago
36 minutes 10 seconds

Behind The Advisor
Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm
4 months ago
36 minutes 45 seconds

Behind The Advisor
Ep #407: A Decade of Building XYPN from the Inside Out
6 months ago
49 minutes 49 seconds

Behind The Advisor
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
7 months ago
34 minutes 43 seconds

Behind The Advisor
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
7 months ago
38 minutes

Behind The Advisor
Ep #404: Building a Purpose-Driven Practice in Three Months
9 months ago
49 minutes 28 seconds

Behind The Advisor
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
10 months ago
51 minutes 9 seconds

Behind The Advisor
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
10 months ago
48 minutes 18 seconds

Behind The Advisor
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
11 months ago
54 minutes 19 seconds

Behind The Advisor
Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE
11 months ago
1 hour 7 minutes 28 seconds

Behind The Advisor
Ep #399: Redefining Success In Your Financial Planning Firm
1 year ago
52 minutes

Behind The Advisor
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
1 year ago
55 minutes 52 seconds

Behind The Advisor
Ep #397: Empowering Internationally Born Clients Through Financial Planning
1 year ago
55 minutes 50 seconds

Behind The Advisor
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
1 year ago
50 minutes 53 seconds

Behind The Advisor
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown
1 year ago
1 hour 1 minute 36 seconds

Behind The Advisor
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
1 year ago
56 minutes 51 seconds

Behind The Advisor
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.