Behind The Advisor

Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's d…

This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his  previous business - an RIA.

His experience should be a hopeful source of mot…

This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. We discuss her decis…

Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking…

Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the ret…

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.

Joe Messinger of Capstone W…

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm nam…

Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when …

The path to success requires entrepreneurs to weather many storms, and Andrew's story and his advice for other financial professionals considering launching their own RIAs make for a must-listen-to p…

What if taking over a firm through a succession plan was just the beginning,  not the end,  of the story?

When Hannah Moore entered into a succession plan in her early 20s, she wasn’t just buying a f…

Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundation based on building cash flow and debt management…

If you're having a difficult time valuing your time or lining the services you provide up with an appropriate pricing structure, tune into this episode. And make sure you take plenty of notes on this…

Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is l…

Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups.

This week, Stephen shares his thoughts on the newest tr…

This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also share tips on how to jump start your career and make pr…

On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the …

This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.

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Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of …

Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business.

If you're considering making the leap to starting your own firm but you are uncertai…

Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.

We look at tools that promise to simplify your life and de…