Behind The Advisor
- Business · Careers, Entrepreneurship
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About
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.
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Recent episodes
- Ep #419: Navigating Success: From Startup to Thriving Enterprise
- Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
- Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
- Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
- Ep #415: Balanced PM Preview: Breaking Down Stagflation
- Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
- Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
- Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
- Ep #411: Growing Through Change: Building a Balanced Financial Practice
- Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
