Behind The Advisor

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.

Ep #407: A Decade of Building XYPN from the Inside Out 04/09/2025

Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo 03/26/2025

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation 03/12/2025

Ep #404: Building a Purpose-Driven Practice in Three Months 01/22/2025

Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer 01/08/2025

Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad 12/11/2024

Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward 11/27/2024

Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE 11/13/2024

Ep #399: Redefining Success In Your Financial Planning Firm 10/30/2024

Ep #398: Supporting Childfree Clients with Financial Planning and Beyond 10/16/2024

Ep #397: Empowering Internationally Born Clients Through Financial Planning 10/02/2024

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue 09/18/2024

Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 09/04/2024

Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 08/21/2024

Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 08/07/2024

Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 07/24/2024

Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 07/10/2024

Ep #390: Leveraging Lived Experience to Serve Business Owners 06/26/2024

Ep #389: Going Full-time as a Solopreneur with Linden Cornett 06/12/2024

Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 05/29/2024

Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 05/15/2024

Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 05/01/2024

Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 04/17/2024

Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 04/03/2024

Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 03/20/2024

Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 03/06/2024

Ep #381: The Power of YouTube: Strategies for Building Your Clientele 02/21/2024

Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 02/07/2024

Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 01/24/2024

Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 01/10/2024