Behind The Advisor

XYPN
  • 4.6（136則評分）
  • 創業
  • 每月更新兩次

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. 9月10日

    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 分鐘

  2. 8月27日

    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 分鐘

  3. 8月13日

    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 分鐘

  4. 7月16日

    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 分鐘

  5. 7月2日

    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 eventually relaunching her firm nearly a decade after first joining XYPN. She opens up about the challenges that led her to close her practice, the growth she experienced while working for others, and how that clarity helped her return with renewed purpose. Now focused on supporting women over 40 through life transitions, Nannette’s story is a powerful reminder that career paths aren’t always linear—and that sometimes stepping back is the first step forward.

    37 分鐘

  6. 4月9日

    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 the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.

    50 分鐘

  7. 3月26日

    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 navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.

    35 分鐘

  8. 3月12日

    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 our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and delighting clients, and days 60+ dedicated to "shocking and awing" clients. She shares practical examples from her own practice, including providing termination scripts for previous advisors, sending personalized thank-you notes, and conducting formal onboarding meetings. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/405

    38 分鐘
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4.6
（滿分 5 顆星）
136 則評分

簡介

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.

資訊

  • 創作者
    XYPN
  • 活躍年代
    2015年 - 2025年
  • 集數
    411
  • 年齡分級
    兒少適宜
  • 節目網站
    Behind The Advisor

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