Behind The Advisor

What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that. Patrick Brewer is the founder of SurePath Wealth Management, a…

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for usi…

Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him …

XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important…

It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons h…

Michael 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.

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Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also shares the importance of finding y…

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in order to grow her career.

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Becoming a financial planner wasn’t at the top of Jason Howell’s list but through working in finance and politics he made his way to a career he is passionate about. He joins us on the show today to …

Learn how Glen specializes in helping clients with student loan analysis and how it is an easy low hanging fruit for advisors who are just starting out.

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Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney, but his interest in personal finance …

In this episode, Amy Irvine shares how she managed to acquire a total of 100 clients in under two years without leveraging her strong client relationships for more financial growth.

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Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two diffe…

Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t…

Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice and quickly adjusting and putting it in the perfect position to succee…

Anna Segunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop Main Street Planning into what it is today. On this episode, Anna …

Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that many advisors and especially the smaller businesses are not tracking their metr…

Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, af…

We often talk about the utility of the retainer model here at XYPN. One of our earliest members, Cristina Guglielmetti, is cleverly combining retainer clients with a lot of project work to craft an u…

Mike Solari started his own independent firm in 2012 without a single client. He joined us here at XYPN in 2014, and we've gotten to witness his business grow as he's built a practice that serves abo…