Behind The Advisor

XYPN
  • 0,0 (0)
  • Iværksætteri
  • To gange om måneden

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.

  1. 4 dage siden

    Ep #416: Beyond the Balance Sheet: Advising Families Across Generations

    *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-turn-id-container= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, education, and preparing the next generation to carry the legacy forward.

    41 min.

  2. 20. maj

    Ep #415: Balanced PM Preview: Breaking Down Stagflation

    Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking. In this special preview episode, Joe and Andrew dive into stagflation: what it is, how it shaped markets in the 1970s, and why advisors are hearing about it again today. They explore how inflation, slowing growth, and market uncertainty can influence investor behavior, portfolio design, and planning conversations in the current environment.

    1 t. 5 min.

  3. 6. maj

    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 unpredictable income. He launched without clients or a safety net, and by month 15 he'd stopped pulling from savings. In this episode, Greg talks about making the leap, finding your niche, and why lived experience might be your biggest asset.

    43 min.

  4. 08.10.2025

    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 episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.

    56 min.

  5. 10.09.2025

    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 center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice.

    36 min.

  6. 27.08.2025

    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 balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.

    36 min.

  7. 13.08.2025

    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 before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.

    35 min.

  8. 16.07.2025

    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, stay lean, and build a firm that truly fits his life and his clients'.

    36 min.
Se alle (415)

Om

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.

Oplysninger

  • Skaber
    XYPN
  • Aktive år
    2015 - 2026
  • Episoder
    415
  • Vurdering
    Ikke anstødeligt
  • Websted for serie
    Behind The Advisor

Måske vil du også synes om