Podcast
Behind The Advisor
Hosted by XYPN · EN
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.
20episodes
Episodes
Newest firstAll episodes
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
Jan 8, 202500:51:09Tap to summarizeOn 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: https://www.xyplanningnetwork.com/403
Transcribe →Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
Dec 11, 202400:48:18Tap to summarizeIn 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: https://www.xyplanningnetwork.com/402
Transcribe →Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
Nov 27, 202400:54:19Tap to summarizeXYPN 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: https://www.xyplanningnetwork.com/401
Transcribe →Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE
Nov 13, 202401:07:28Tap to summarizeWhat’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: https://www.xyplanningnetwork.com/400
Transcribe →Ep #399: Redefining Success In Your Financial Planning Firm
Oct 30, 202400:52:00Tap to summarizeIn 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: https://www.xyplanningnetwork.com/399
Transcribe →Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
Oct 16, 202400:55:52Tap to summarizeIn 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: https://www.xyplanningnetwork.com/398
Transcribe →Ep #397: Empowering Internationally Born Clients Through Financial Planning
Oct 2, 202400:55:50Tap to summarizeIn this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397
Transcribe →Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
Sep 18, 202400:50:53Tap to summarizeIn this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396
Transcribe →Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
Apr 3, 2024Tap to summarizeI'm honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, back on XYPN Radio. It's been nearly three years since she last joined, and this time, we discuss the technological enhancements she's made, including her use of Holistiplan, Kwanti, and other essential tools. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm. We also dive into Cathy’s AUM fee model, where she emphasizes the importance of simplifying your fee structure for long-term success. She shares insights on setting time boundaries with clients to enhance service and build lasting relationships. By the end of this episode, Cathy’s confidence will leave you feeling more equipped to sell your own value. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/384
Transcribe →
Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
Nov 13, 2019Tap to summarizeToday we have the founder of Holistiplan—and winner of this year’s XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all about. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/229
Transcribe →