Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
Release Date: 03/12/2025
Ep #419: Navigating Success: From Startup to Thriving Enterprise
Behind The Advisor
What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person fintech, embracing AI, evolving as a leader, and staying true to your vision along the way.
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Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
Behind The Advisor
What if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern Financial Advisor host Mike Langford to explore how podcasting helps advisors build trust, clarify their message, and create content that continues working long after it's published.
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Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
Behind The Advisor
Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how Stone Steps has grown from a solo launch into a five-person firm serving tech and biotech professionals, retirees, and families with complex planning needs. Scott also discusses how financial life planning, stock compensation expertise, cash flow implementation, and a guide mindset have shaped the next chapter of his work with clients.
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Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
Behind The Advisor
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.
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Ep #415: Balanced PM Preview: Breaking Down Stagflation
Behind The Advisor
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...
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Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
Behind The Advisor
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.
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Ep #413: XYPN’s 2025 Benchmarking Study Highlights LIVE
Behind The Advisor
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.
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Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
Behind The Advisor
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.
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Ep #411: Growing Through Change: Building a Balanced Financial Practice
Behind The Advisor
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.
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Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
Behind The Advisor
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.
info_outlineOn 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