Podcast

Behind The Advisor

Author: Behind The Advisor
Feed episode count: 418
Official site: https://www.xyplanningnetwork.com
RSS: https://xyplanningnetwork.libsyn.com/rss
JSON: /v1/public/podcasts/behind-the-advisor-215876
Markdown: /podcast/behind-the-advisor-215876.md

Summary

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.

Episodes

Jul 15, 2026 · not_requested

Ep #419: Navigating Success: From Startup to Thriving Enterprise

Duration seconds: 2554
Source: https://www.xyplanningnetwork.com/419

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Jul 1, 2026 · not_requested

Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors

Duration seconds: 2500
Source: https://www.xyplanningnetwork.com/418

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Jun 17, 2026 · not_requested

Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like

Duration seconds: 2614
Source: https://www.xyplanningnetwork.com/417

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Jun 3, 2026 · not_requested

Ep #416: Beyond the Balance Sheet: Advising Families Across Generations

Duration seconds: 2436
Source: https://www.xyplanningnetwork.com/416

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May 20, 2026 · not_requested

Ep #415: Balanced PM Preview: Breaking Down Stagflation

Duration seconds: 3918
Source: https://www.xyplanningnetwork.com/415

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May 6, 2026 · not_requested

Ep #414: From Set to CFP®: Reinventing Your Career From Scratch

Duration seconds: 2552
Source: https://www.xyplanningnetwork.com/podcast-blog/from-set-to-cfp-reinventing-your-career-from-scratch

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Oct 8, 2025 · not_requested

Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE

Duration seconds: 3355
Source: https://www.xyplanningnetwork.com/412

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Sep 10, 2025 · not_requested

Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs

Duration seconds: 2136
Source: https://www.xyplanningnetwork.com/412

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Aug 27, 2025 · not_requested

Ep #411: Growing Through Change: Building a Balanced Financial Practice

Duration seconds: 2145
Source: https://www.xyplanningnetwork.com/411

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Aug 13, 2025 · not_requested

Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

Duration seconds: 2096
Source: https://www.xyplanningnetwork.com/410

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Jul 16, 2025 · not_requested

Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm

Duration seconds: 2170
Source: https://www.xyplanningnetwork.com/409

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Jul 2, 2025 · not_requested

Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm

Duration seconds: 2205
Source: https://www.xyplanningnetwork.com/408

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Apr 9, 2025 · not_requested

Ep #407: A Decade of Building XYPN from the Inside Out

Duration seconds: 2989
Source: https://www.xyplanningnetwork.com/407

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Mar 26, 2025 · not_requested

Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

Duration seconds: 2083
Source: https://www.xyplanningnetwork.com/406

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Mar 12, 2025 · not_requested

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

Duration seconds: 2280
Source: https://www.xyplanningnetwork.com/podcast-blog/the-art-of-client-onboarding

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Jan 22, 2025 · not_requested

Ep #404: Building a Purpose-Driven Practice in Three Months

Duration seconds: 2968
Source: https://www.xyplanningnetwork.com/404

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Jan 8, 2025 · not_requested

Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer

Duration seconds: 3069
Source: https://xyplanningnetwork.libsyn.com/ep-403-mastering-short-form-video-marketing-with-nate-hoskin-and-nick-meyer

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Dec 11, 2024 · not_requested

Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad

Duration seconds: 2898
Source: https://xyplanningnetwork.libsyn.com/ep-402-work-life-integration-fulfillment-and-building-your-dream-firm-with-kristin-harad

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Nov 27, 2024 · not_requested

Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward

Duration seconds: 3259
Source: https://xyplanningnetwork.libsyn.com/ep-401-mindfulness-freedom-and-a-fiduciary-driven-civilization-with-george-kinder-and-lora-woodward

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Nov 13, 2024 · not_requested

Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE

Duration seconds: 4048
Source: https://www.xyplanningnetwork.com/400

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Oct 30, 2024 · not_requested

Ep #399: Redefining Success In Your Financial Planning Firm

Duration seconds: 3120
Source: https://xyplanningnetwork.libsyn.com/ep-399-redefining-success-in-your-financial-planning-firm

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Oct 16, 2024 · not_requested

Ep #398: Supporting Childfree Clients with Financial Planning and Beyond

Duration seconds: 3352
Source: https://xyplanningnetwork.libsyn.com/ep-398-supporting-childfree-clients-with-financial-planning-and-beyond

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Oct 2, 2024 · not_requested

Ep #397: Empowering Internationally Born Clients Through Financial Planning

Duration seconds: 3350
Source: https://www.xyplanningnetwork.com/397

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Sep 18, 2024 · not_requested

Ep #396: Leading a Growing Advisory Firm with Nathan Donohue

Duration seconds: 3053
Source: https://xyplanningnetwork.libsyn.com/leading-a-growing-advisory-firm-with-nathan-donohue

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Sep 4, 2024 · not_requested

Ep #395: Attracting and Retaining Top Advisors with Caleb Brown

Duration seconds: 3696
Source: https://www.xyplanningnetwork.com/395

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