Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young
Release Date: 01/24/2024
Ep #407: A Decade of Building XYPN from the Inside Out
Behind The Advisor
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...
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Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Behind The Advisor
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.
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Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
Behind The Advisor
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...
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Ep #404: Building a Purpose-Driven Practice in Three Months
Behind The Advisor
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals. In this episode, Rob dives into his process for guiding advisors to define both their business and life purposes. He shares strategies for overcoming burnout, the risks of operating without a clear purpose, and how to identify and break bad habits. Rob also discusses time audits and why hiring isn’t always the solution...
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Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
Behind The Advisor
On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability. You can find show notes and more information by visiting this link:
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Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
Behind The Advisor
In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. You can find show notes and more information by visiting this link:
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Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
Behind The Advisor
XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative topics: mindfulness, freedom, and how to change our civilization—yes, we’re going big and bold today. You can find show notes and more information by visiting this link:
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Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE
Behind The Advisor
What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link:
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Ep #399: Redefining Success In Your Financial Planning Firm
Behind The Advisor
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link:
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Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
Behind The Advisor
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. You can find show notes and more information by visiting this link:
info_outlineEmbracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Peace Corps, tech in San Francisco, venture capital, and investment banking. Her decision to transition before starting the firm, driven by authenticity moving forward, resonated with her clients.
On this episode, Lindsey shares her unique sales process, targeting successful LGBTQ professionals with a focus on clients with a net worth of one to five million. The conversation delves into her marketing strategies, emphasizing the significant return on investment from Google Ads and overall SEO efforts. Lindsey's experience offers a nuanced perspective on building trust within the LGBTQ community and highlights the broader appeal of her approach, serving both LGBTQ and straight clients. Join us for a deep dive into Lindsey's flat-fee model, her compensation structure, and the challenges and opportunities she encounters as a financial planner. I
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/379