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.
- Update frequency
- every 14 days
- Average duration
- 58 minutes
- Episodes
- 410
- Years Active
- 2015 - 2025
Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old
Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out…
Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
This week on XYPN Radio, I am honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder and CEO of New Planner Recruiting, the leading recr…
Ep #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current stat…
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have hea…
Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they’ve always wanted. After several transitions, where Eric went through insurance…
Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer
Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. Yo…
Ep #4: Blogging Your Way To The Top with Jeff Rose
Are you struggling to figure out how to build and grow your own financial practice firm? Not sure which media platform to start off with? The good news is that Jeff isn’t shy when it comes to sharin…
Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
If you’re struggling with the decision on whether or not to launch your own firm and what it’s going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For…
Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of tim…
Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN’s very own occasional co-host, Michael Kitces. If you have been around financial planning…