Shows
Modern Financial AdvisorAlan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service RevolutionThe Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas.
They explore topics such as the challenges of organic growth in the financial advising industry, the rise of fee-for-service models, and the different phases of building a successful advisory business. Alan shares his journey from starting his own firm to managing two large companies...
2025-10-1639 min
Behind The AdvisorEp #413: XYPN's 2025 Benchmarking Study Highlights LIVEAlan 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.
2025-10-0855 minBehind The AdvisorEp #413: XYPN's 2025 Benchmarking Study Highlights LIVEAlan 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.
2025-10-0855 minBehind The AdvisorEp #407: A Decade of Building XYPN from the Inside OutIn 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.
2025-04-0949 minBehind The AdvisorEp #407: A Decade of Building XYPN from the Inside OutIn 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.
2025-04-0949 minBehind The AdvisorEp #406: Navigating the Transition: How XYPN Sapphire Simplifies Going SoloGoing 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.
2025-03-2634 minBehind The AdvisorEp #406: Navigating the Transition: How XYPN Sapphire Simplifies Going SoloGoing 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.
2025-03-2634 min
The Advisor Lab by CIONEpisode 160 Arlene Moss of XYPN: The Independent Fiduciary AdvisorXY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want. Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.
2025-03-1234 min
Childfree Life by DesignInsights from XYPN & FinCon: Shaping the Future of Childfree Finance Ep. 112In this episode of the Childfree Wealth Podcast, hosts Dr. Jay and Bri dive into a detailed conference recap, comparing their experiences at two recent major events: XYPN Conference and FinCon. Dr. Jay shares insights from XYPN, a conference focused on financial planning and inclusivity, where he presented on childfree financial planning. In contrast, FinCon brought a social media-oriented atmosphere, emphasizing influencer engagement and content creation. Together, they explore essential topics like building awareness of childfree financial needs in the industry, developing connections in the digital age, and the value of offering more flexible services. Their reflections l...
2024-11-2033 minBehind The AdvisorEp #400: XYPN's 2024 Benchmarking Study Highlights LIVEWhat'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
2024-11-131h 07Behind The AdvisorEp #400: XYPN's 2024 Benchmarking Study Highlights LIVEWhat'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
2024-11-131h 07Behind The AdvisorEp #392: Making The Transition From a Broker Dealer to Launching Your RIAIn this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020. Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to sc...
2024-07-2451 minBehind The AdvisorEp #392: Making The Transition From a Broker Dealer to Launching Your RIAIn this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020. Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to sc...
2024-07-2451 minBehind The AdvisorEp #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David HarpoolIn this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they've faced while continuing to build and grow their firm. They discuss the considerations required when moving from a large financial advisory firm to an independent RIA, navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how the...
2024-05-2954 minBehind The AdvisorEp #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David HarpoolIn this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they've faced while continuing to build and grow their firm. They discuss the considerations required when moving from a large financial advisory firm to an independent RIA, navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how the...
2024-05-2954 minBehind The AdvisorEp #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic ToolOn today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN's newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Reese shares how his frustrations with the lack of realistic, standardized measurements for a client's financial health led him to define what he calls the client's 11 vital signs—an essential aspect that eventually led to the development of Elements. These vital signs don't just transform the d...
2024-05-0159 minBehind The AdvisorEp #386: Level Up Your Client Engagement Game with Elements' Revolutionary Diagnostic ToolOn today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN's newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation. Reese shares how his frustrations with the lack of realistic, standardized measurements for a client's financial health led him to define what he calls the client's 11 vital signs—an essential aspect that eventually led to the development of Elements. These vital signs don't just transform the d...
2024-05-0159 minBehind The AdvisorEp #385: XYPN From "NextGen" to the "NextTen:" A Growth Story In this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the early days, including how they met, the initial emails about opportunities for financial planners, and the growth and strategic decisions that shaped the company, including their first hire—me. Their complementary strengths and a commitment to innovation have been key to XYPN's success. We also discuss the future, including the launch of XYPN Sapphire, a corporate RIA designed to support a broader range of advisors. Join us as we celebrate XYPN's journey from in...
2024-04-171h 09Behind The AdvisorEp #385: XYPN From "NextGen" to the "NextTen:" A Growth Story In this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the early days, including how they met, the initial emails about opportunities for financial planners, and the growth and strategic decisions that shaped the company, including their first hire—me. Their complementary strengths and a commitment to innovation have been key to XYPN's success. We also discuss the future, including the launch of XYPN Sapphire, a corporate RIA designed to support a broader range of advisors. Join us as we celebrate XYPN's journey from in...
2024-04-171h 09Behind The AdvisorEp #373: XYPN's 2023 Benchmarking Study Highlights LIVEWhat does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN Radio. Every 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 an...
2023-11-011h 01Behind The AdvisorEp #373: XYPN's 2023 Benchmarking Study Highlights LIVEWhat does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN Radio. Every 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 an...
2023-11-011h 01Behind The AdvisorEp #367: How Resilience and Community Paved a Path to Success With Leland GrossWe often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. In September 2021, Leland launched his firm and discovered that same month that his wife was pregnant! Three months later, they received the devastating news that their baby would need open heart surgery just after birth. Leland shares how his XYPN study g...
2023-08-0951 minBehind The AdvisorEp #367: How Resilience and Community Paved a Path to Success With Leland GrossWe often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. In September 2021, Leland launched his firm and discovered that same month that his wife was pregnant! Three months later, they received the devastating news that their baby would need open heart surgery just after birth. Leland shares how his XYPN study g...
2023-08-0951 minBehind The AdvisorEp #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen MuellerAt XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, MBA, to share how their group has become a gift that "keeps giving" toward their personal and professional successes. We'll hear about how the group has become a place of shared strengths and divided weaknesses – kind of like a family. A family whose support betters themselves, their firms, and their c...
2022-12-2856 minBehind The AdvisorEp #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen MuellerAt XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, MBA, to share how their group has become a gift that "keeps giving" toward their personal and professional successes. We'll hear about how the group has become a place of shared strengths and divided weaknesses – kind of like a family. A family whose support betters themselves, their firms, and their c...
2022-12-2856 minBehind The AdvisorEp #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy PankoToday we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality. If you're interested in working with clients to and thro...
2022-11-1658 minBehind The AdvisorEp #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy PankoToday we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality. If you're interested in working with clients to and thro...
2022-11-1658 minBehind The AdvisorEp #347: XYPN's 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael KitcesCo-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode 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. If you're interested in learning what really works for fee-for-service advisors, then this is the episode for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/347
2022-11-021h 25Behind The AdvisorEp #347: XYPN's 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael KitcesCo-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode 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. If you're interested in learning what really works for fee-for-service advisors, then this is the episode for you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/347
2022-11-021h 25Behind The AdvisorEp #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy RocheToday's episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you'll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy's roles are shifting. Alan discusses his move back as the host of #XYPNRadio, and Maddy's shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates abou...
2022-05-0454 minBehind The AdvisorEp #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy RocheToday's episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you'll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy's roles are shifting. Alan discusses his move back as the host of #XYPNRadio, and Maddy's shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates abou...
2022-05-0454 minBehind The AdvisorEp #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia MeyerToday, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today's podcast is full of information as Cynthia shares her expertise with real estate, and how she's been able to create a service model that has allowed her to scale to 50 clients in her first three years. We talk about everything from the real estate bubble to how she is able to leverage her campaign management experience. Cynthia exudes enthusiasm for her work, her clients, and her...
2022-04-2051 minBehind The AdvisorEp #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia MeyerToday, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today's podcast is full of information as Cynthia shares her expertise with real estate, and how she's been able to create a service model that has allowed her to scale to 50 clients in her first three years. We talk about everything from the real estate bubble to how she is able to leverage her campaign management experience. Cynthia exudes enthusiasm for her work, her clients, and her...
2022-04-2051 minBehind The AdvisorEp #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori LennonWe're excited to interview XYPN's very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what advisors need to stay up to speed. Today, she talks about her team's work to support advisors on their entrepreneurial journey and shares excellent wisdom about what it takes to prepare for and start your own firm successfully. Kori tells us about the emotional and mental struggles she senses in some of...
2022-03-0956 minBehind The AdvisorEp #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori LennonWe're excited to interview XYPN's very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what advisors need to stay up to speed. Today, she talks about her team's work to support advisors on their entrepreneurial journey and shares excellent wisdom about what it takes to prepare for and start your own firm successfully. Kori tells us about the emotional and mental struggles she senses in some of...
2022-03-0956 minBehind The AdvisorEp #323: XYPN's 2021 Benchmarking Survey Results Review with Alan Moore and Michael KitcesXYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and niches. Today, Alan Moore and Michael Kitces, XYPN Co-Founders, discuss the study's fifth annual results. As you'll see, with our maturing network and member firms, the 2021 study shows a much clearer understanding of what's working and not working in fee-only RIAs. This episode is particularly interesting and helpful for those considering starting the long play of the entrepreneurial...
2021-12-011h 08Behind The AdvisorEp #323: XYPN's 2021 Benchmarking Survey Results Review with Alan Moore and Michael KitcesXYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and niches. Today, Alan Moore and Michael Kitces, XYPN Co-Founders, discuss the study's fifth annual results. As you'll see, with our maturing network and member firms, the 2021 study shows a much clearer understanding of what's working and not working in fee-only RIAs. This episode is particularly interesting and helpful for those considering starting the long play of the entrepreneurial...
2021-12-011h 08Behind The AdvisorEp #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®We're excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN's Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen discusses the challenges advisors face when building their processes, how they can get overcome with analysis paralysis as they try to systematize, and she offers sage advice on how to avoid these pitfalls. She gives a lot of credit and love to the advisors who choose to start businesses, encouraging them to think o...
2021-11-1752 minBehind The AdvisorEp #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®We're excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN's Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen discusses the challenges advisors face when building their processes, how they can get overcome with analysis paralysis as they try to systematize, and she offers sage advice on how to avoid these pitfalls. She gives a lot of credit and love to the advisors who choose to start businesses, encouraging them to think o...
2021-11-1752 minBehind The AdvisorEp #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche#XYPNRadio's very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN's Senior Director of Member Success, a role in which she's entirely dedicated to helping XYPN members be successful. As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an "embrace change" mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what i...
2021-10-061h 01Behind The AdvisorEp #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche#XYPNRadio's very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN's Senior Director of Member Success, a role in which she's entirely dedicated to helping XYPN members be successful. As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an "embrace change" mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what i...
2021-10-061h 01Behind The AdvisorEp #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry KauffmanToday we're excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about three years ago, with the help of Jerry, and today we'll discuss the core components of the system and how it can level up your business. Jerry talks through the major components of the EOS model—from setting rocks, to the meeting rhythm, to deciding measurables of your scorecard. He discusses the...
2021-08-2559 minBehind The AdvisorEp #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry KauffmanToday we're excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about three years ago, with the help of Jerry, and today we'll discuss the core components of the system and how it can level up your business. Jerry talks through the major components of the EOS model—from setting rocks, to the meeting rhythm, to deciding measurables of your scorecard. He discusses the...
2021-08-2559 minBehind The AdvisorEp #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan MooreWe're excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it's been about a year and a half since Alan hosted his last #XYPNRadio episode. Today, he joins us to discuss what this whole journey has been like—from starting the business to managing a team through COVID, all while being a dad (now with three kids). Alan opens up about nerves, some worries that have lingered over the years, and reminisces on some of his favorite times at XYPN. He talks about the imp...
2021-06-161h 04Behind The AdvisorEp #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan MooreWe're excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it's been about a year and a half since Alan hosted his last #XYPNRadio episode. Today, he joins us to discuss what this whole journey has been like—from starting the business to managing a team through COVID, all while being a dad (now with three kids). Alan opens up about nerves, some worries that have lingered over the years, and reminisces on some of his favorite times at XYPN. He talks about the imp...
2021-06-161h 04Behind The AdvisorEp #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne RossWe're excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher program in 2019 and have met every week since then as a mastermind group. We dig in and discuss what makes this group work—from the framework to the attitudes, and how they ensure the meetings and group are helpful for each of them. We talk about imposter syndrome, pivotal points in the group's history, and how being part of a group of others at the same...
2021-05-2655 minBehind The AdvisorEp #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne RossWe're excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher program in 2019 and have met every week since then as a mastermind group. We dig in and discuss what makes this group work—from the framework to the attitudes, and how they ensure the meetings and group are helpful for each of them. We talk about imposter syndrome, pivotal points in the group's history, and how being part of a group of others at the same...
2021-05-2655 minBehind The AdvisorEp #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince HockettWe're honored to welcome Vince Hockett, XYPN's Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly growing companies along with him. Today, Vince shares what it's like working with Alan and Michael as a fellow executive and what it's been like to manage the group of young leaders that ultimately deliver the promise of XYPN membership (and then some). Vince pulls the curtain back on his management style, which is unique and powerfully productive. We draw some similarities between the X...
2021-05-1952 minBehind The AdvisorEp #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince HockettWe're honored to welcome Vince Hockett, XYPN's Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly growing companies along with him. Today, Vince shares what it's like working with Alan and Michael as a fellow executive and what it's been like to manage the group of young leaders that ultimately deliver the promise of XYPN membership (and then some). Vince pulls the curtain back on his management style, which is unique and powerfully productive. We draw some similarities between the X...
2021-05-1952 minBehind The AdvisorEp #302: The Real Value of an Intern: A Conversation with Pearl MichalsonToday we're excited to welcome Pearl Michalson, XYPN's Internship Coordinator, to the show. Pearl has built XYPN's internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers on how to best utilize interns, a lot goes into making an internship a successful and rewarding experience for all. Pearl shares her unique theory around internship programs with us and the wide variety of work that interns can accomplish, which will be of interest to many of our listeners. Her experience...
2021-04-0751 minBehind The AdvisorEp #302: The Real Value of an Intern: A Conversation with Pearl MichalsonToday we're excited to welcome Pearl Michalson, XYPN's Internship Coordinator, to the show. Pearl has built XYPN's internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers on how to best utilize interns, a lot goes into making an internship a successful and rewarding experience for all. Pearl shares her unique theory around internship programs with us and the wide variety of work that interns can accomplish, which will be of interest to many of our listeners. Her experience...
2021-04-0751 minBehind The AdvisorEp #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor DeardorffWe're excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN's Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back in 2018 as one of the original team members. We cover a lot of ground in this episode as we talk about the tech tools Taylor recommends for all advisors, insights into the role technology can play in scaling large business, and...
2021-01-1352 minBehind The AdvisorEp #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor DeardorffWe're excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN's Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back in 2018 as one of the original team members. We cover a lot of ground in this episode as we talk about the tech tools Taylor recommends for all advisors, insights into the role technology can play in scaling large business, and...
2021-01-1352 minBehind The AdvisorEp #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael KitcesToday, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN's 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where the industry is headed. If you're interested in hearing about what XYPN member firms are experiencing this year, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/288
2020-12-301h 18Behind The AdvisorEp #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael KitcesToday, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN's 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where the industry is headed. If you're interested in hearing about what XYPN member firms are experiencing this year, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/288
2020-12-301h 18Behind The AdvisorEp #285: Creating a Global Financial Planning Institute: An Update with Ashley MurphyWe're excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley's second time sharing his career journey and expertise in the expat space on XYPN Radio. Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking initiative. After recognizing a gap in technical training for cross-border and international planning, Ashley spearheaded an initiative to create content, training, and a designation around the expertise. As Ashley discusses on the podcast, advising in this space i...
2020-12-0954 minBehind The AdvisorEp #285: Creating a Global Financial Planning Institute: An Update with Ashley MurphyWe're excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley's second time sharing his career journey and expertise in the expat space on XYPN Radio. Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking initiative. After recognizing a gap in technical training for cross-border and international planning, Ashley spearheaded an initiative to create content, training, and a designation around the expertise. As Ashley discusses on the podcast, advising in this space i...
2020-12-0954 minBehind The AdvisorEp #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan KeslinWe're excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XYPN Books and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors underestimate when starting out. Dan talks about how having a deep understanding of your accounting allows you to make strategic decisions about your firm, compare yourself to benchmarks, seek credit, and even know when it's the right time to hire. He walks through best practices for reconciling bo...
2020-11-1845 minBehind The AdvisorEp #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan KeslinWe're excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XYPN Books and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors underestimate when starting out. Dan talks about how having a deep understanding of your accounting allows you to make strategic decisions about your firm, compare yourself to benchmarks, seek credit, and even know when it's the right time to hire. He walks through best practices for reconciling bo...
2020-11-1845 minBehind The AdvisorEp #272: Leveling-Up: How to Scale a Business with Wendy MarsdenWe're excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the "scaling phase," she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges ranging from hiring to processes. Today, Wendy talks to us about how she's built two businesses, a robust tax planning firm and an RIA. She talks about the history of both businesses and how unlike other planners, she uses tax planning as a ramp down from her co...
2020-09-0953 minBehind The AdvisorEp #272: Leveling-Up: How to Scale a Business with Wendy MarsdenWe're excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the "scaling phase," she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges ranging from hiring to processes. Today, Wendy talks to us about how she's built two businesses, a robust tax planning firm and an RIA. She talks about the history of both businesses and how unlike other planners, she uses tax planning as a ramp down from her co...
2020-09-0953 minBehind The AdvisorEp #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis RosaWe're excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada's registration process, it took Luis 7 ½ months to launch his own firm and transition two dozen clients. Listen as Luis talks about what it's been like to make that transition while dealing with a global pandemic. Luis speaks to the underrepresentation that the financial planning industry has and he hypothesizes that as advisors continue to break out on their own and develop specific niches, th...
2020-09-0253 minBehind The AdvisorEp #270: Scaling Your Compliance ProgramWe're honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN's Compliance Coaching Program, Scott and Abby have been able to work together to help Abby scale her compliance program as she continues to grow as a firm owner. Join us as we talk about Abby's specific compliance needs as she's grown over the years, but most specifically, her looming SEC registration. We discuss how Scott and Abby have been able to implement a...
2020-08-2655 minBehind The AdvisorEp #270: Scaling Your Compliance ProgramWe're honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN's Compliance Coaching Program, Scott and Abby have been able to work together to help Abby scale her compliance program as she continues to grow as a firm owner. Join us as we talk about Abby's specific compliance needs as she's grown over the years, but most specifically, her looming SEC registration. We discuss how Scott and Abby have been able to implement a...
2020-08-2655 minBehind The AdvisorEp #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-DehnWe're excited to have both Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Simply put, starting your journey towards running your own RIA can be stressful, and one of the most stressful parts of it is just getting started with compliance. There's so many unknowns: how you will charge, what services you're going to offer, and there's so many to do's. Join us as Kendra and Travis walk through XYPN's Initial Registration process and remind us how the goal of the process isn't just to get...
2020-08-1953 minBehind The AdvisorEp #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-DehnWe're excited to have both Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Simply put, starting your journey towards running your own RIA can be stressful, and one of the most stressful parts of it is just getting started with compliance. There's so many unknowns: how you will charge, what services you're going to offer, and there's so many to do's. Join us as Kendra and Travis walk through XYPN's Initial Registration process and remind us how the goal of the process isn't just to get...
2020-08-1953 minBehind The AdvisorEp #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily PurdonWe're honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/268
2020-08-1252 minBehind The AdvisorEp #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily PurdonWe're honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/268
2020-08-1252 minBehind The AdvisorEp #267: Supporting BIPOC Advisors on the Path to the CFPWe're honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey pursuing it; and ultimately the scholarships and opportunities the XYPN Diversity Committee offers to advisors both in and out of the Network to make the CFP® more accessible, achievable, and utilized within our industry. You can find show no...
2020-08-0552 minBehind The AdvisorEp #267: Supporting BIPOC Advisors on the Path to the CFPWe're honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey pursuing it; and ultimately the scholarships and opportunities the XYPN Diversity Committee offers to advisors both in and out of the Network to make the CFP® more accessible, achievable, and utilized within our industry. You can find show no...
2020-08-0552 minBehind The AdvisorEp #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan SchalkwijkWe're honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/266
2020-07-2958 minBehind The AdvisorEp #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan SchalkwijkWe're honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/266
2020-07-2958 min
Behind The AdvisorEp #264: The Significance of the Reg BI Challenge with Michael KitcesWe're thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN's lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Today, Michael shares what that ruling means and how XYPN plans to respond to it. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/264
2020-07-1556 minBehind The AdvisorEp #264: The Significance of the Reg BI Challenge with Michael KitcesWe're thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN's lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Today, Michael shares what that ruling means and how XYPN plans to respond to it. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/264
2020-07-1556 minBehind The AdvisorEp #256: Navigating The Way Forward with XYPN's Advisor Success TeamThis week, we're changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experiences, opportunities, and hardships. As we braced for a new reality, the XYPN Advisor Success team rolled out "The Way Forward", an initiative that leans on the expertise of all of these coaches to provide advisors with the tools they need to handle the 2020 market disruption and beyond. Today, Emily, Arlene...
2020-05-201h 05Behind The AdvisorEp #256: Navigating The Way Forward with XYPN's Advisor Success TeamThis week, we're changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experiences, opportunities, and hardships. As we braced for a new reality, the XYPN Advisor Success team rolled out "The Way Forward", an initiative that leans on the expertise of all of these coaches to provide advisors with the tools they need to handle the 2020 market disruption and beyond. Today, Emily, Arlene...
2020-05-201h 05Behind The AdvisorEp #251: Making Advice Available in the Time of COVID-19On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/251
2020-04-151h 02Behind The AdvisorEp #251: Making Advice Available in the Time of COVID-19On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/251
2020-04-151h 02
Behind The AdvisorEp #237: Personalize Your Sales Process with BB WebbBB Webb is XYPN's sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237
2020-01-0858 minBehind The AdvisorEp #237: Personalize Your Sales Process with BB WebbBB Webb is XYPN's sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237
2020-01-0858 min
Behind The AdvisorEp #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-MolleIn financial planning, you can't be all people, and you can't be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN's Marketing Coach, Carolyn Dalle-Molle, who is fantastic at helping XYPN clients find the right marketing strategy for their practice and goals. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/215
2019-08-071h 06Behind The AdvisorEp #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-MolleIn financial planning, you can't be all people, and you can't be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN's Marketing Coach, Carolyn Dalle-Molle, who is fantastic at helping XYPN clients find the right marketing strategy for their practice and goals. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/215
2019-08-071h 06
Behind The AdvisorEp #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success Malcolm Thomas became XYPN's Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry. In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he's learned over the years, his mission in working with XYPN's Advisor Success Department...
2018-12-261h 03Behind The AdvisorEp #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success Malcolm Thomas became XYPN's Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry. In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he's learned over the years, his mission in working with XYPN's Advisor Success Department...
2018-12-261h 03
Behind The AdvisorEp #181: The Day to Day of a COO - The Career of XYPN's COO Raul Dominguez Today I'm excited to have XYPN's Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian life and ultimately joined our team back in 2015. He joins this episode to share what his day-to-day looks like as COO in order to give listeners some insight into what operations-focused team members do—and why they are so valuable. We talk in depth about the concept of the visionary and integrator roles that we've been exploring lately on the podcast, and we discuss he...
2018-12-0555 minBehind The AdvisorEp #181: The Day to Day of a COO - The Career of XYPN's COO Raul Dominguez Today I'm excited to have XYPN's Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian life and ultimately joined our team back in 2015. He joins this episode to share what his day-to-day looks like as COO in order to give listeners some insight into what operations-focused team members do—and why they are so valuable. We talk in depth about the concept of the visionary and integrator roles that we've been exploring lately on the podcast, and we discuss he...
2018-12-0555 min
Behind The AdvisorEp #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they're operating, and Michael joins me today to talk about what we found. We dive into our 2018 Benchmarking Study's primary charts and cover key data points that will help advisors thinking about launching a firm set realistic expectations about growth. How much revenue should you expect for your first years in business? Is it really necessary to find a niche? Does the CFP even matter? Listen...
2018-11-281h 13Behind The AdvisorEp #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they're operating, and Michael joins me today to talk about what we found. We dive into our 2018 Benchmarking Study's primary charts and cover key data points that will help advisors thinking about launching a firm set realistic expectations about growth. How much revenue should you expect for your first years in business? Is it really necessary to find a niche? Does the CFP even matter? Listen...
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All About Your Benjamins™Project One Question: XYPN Live 2018 (025)Last month I spent three days in St. Louis at the XY Planning Network's annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away to start their own firms, Fintech people, and a few others just really interested in financial planning. It was a great group and a great time--the conversations I had with other advisors alone were worth the drive over.
While I wa...
2018-10-1020 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Project One Question: XYPN Live 2018 (025)Last month I spent three days in St. Louis at the XY Planning Network’s annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away…Continue Reading→The post Project One Question: XYPN Live 2018 (025) appeared first on All About Your Benjamins™.
2018-10-1020 minBehind The AdvisorEp #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of MarketingXYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a Poker company and now as the person in charge of XYPN's marketing has stretched and developed her skillset as an effective marketer. In this episode, Jen shares the insights she's gained to help financial advisors take their marketing from non-existent or mediocre to a highly effective but...
2018-02-141h 01Behind The AdvisorEp #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of MarketingXYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a Poker company and now as the person in charge of XYPN's marketing has stretched and developed her skillset as an effective marketer. In this episode, Jen shares the insights she's gained to help financial advisors take their marketing from non-existent or mediocre to a highly effective but...
2018-02-141h 01
Behind The AdvisorEp #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking SurveyMichael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/125
2017-11-081h 15Behind The AdvisorEp #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking SurveyMichael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/125
2017-11-081h 15
Behind The AdvisorEp #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit DoneMany of you listeners will be familiar with (and undoubtedly excited to hear from) our very own Director of Getting Shit Done, Maddy Roche. She's shifted from being our first hire and a jack-of-all-trades member of XYPN, to a manager, leader, and member engagement expert within the company. In this interview, Maddy shares how she's grown along with XYPN and some of the key things she's learned along the way. She talks about the challenges of learning to be a leader and a manager, and the critical role mentorship has played in her journey. She caps off...
2017-05-1058 minBehind The AdvisorEp #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit DoneMany of you listeners will be familiar with (and undoubtedly excited to hear from) our very own Director of Getting Shit Done, Maddy Roche. She's shifted from being our first hire and a jack-of-all-trades member of XYPN, to a manager, leader, and member engagement expert within the company. In this interview, Maddy shares how she's grown along with XYPN and some of the key things she's learned along the way. She talks about the challenges of learning to be a leader and a manager, and the critical role mentorship has played in her journey. She caps off...
2017-05-1058 min
How To Go Independent PodcastHTGI 061: HTGI on XYPN RadioSean was a guest on episode 93 of XYPN Radio, the XY Planning Network's podcast, discussing the option of going independent as a hybrid as a step towards an RIA arrangement. Related Links: XYPN Show Notes: http://blog.xyplanningnetwork.com/podcast-blog/ep-93-path-from-commission-hybrid-fee-only-interview-with-sean-kernan XYPN for advisors: http://www.xyplanningnetwork.com/advisor/
2017-04-0750 min
Podcast - How To Go IndependentHTGI 061: HTGI on XYPN RadioSummarySean was a guest on episode 93 of XYPN Radio, the XY Planning Network's podcast, discussing the option of going independent as a hybrid as a step towards an RIA arrangement.Related Links:XYPN Show Notes: http://blog.xyplanningnetwork.com/podcast-blog/ep-93-path-from-commission-hybrid-fee-only-interview-with-sean-kernanXYPN for advisors: http://www.xyplanningnetwork.com/advisor/Have questions about this episode or questions about going independent? Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.
2017-04-0700 minBehind The AdvisorEp #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali HawlkWe get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/27
2015-12-2349 minBehind The AdvisorEp #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali HawlkWe get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/27
2015-12-2349 min