How-To > Business > Finance > Finance General

XYPN Radio

XYPN Radio

by

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.

Recent Episodes

  • Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm

    5 days ago

  • Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm

    3 weeks ago

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

    3 months ago

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

    4 months ago

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

    4 months ago

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

    6 months ago

  • Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer

    6 months ago

  • Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad

    7 months ago

  • Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward

    8 months ago

  • Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE

    8 months ago