# Behind The Advisor Page: https://stenobird.com/podcast/behind-the-advisor-215876 Text version: https://stenobird.com/podcast/behind-the-advisor-215876.md RSS feed: https://xyplanningnetwork.libsyn.com/rss Official site: https://www.xyplanningnetwork.com Author: Behind The Advisor Episodes: 418 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876 Markdown: https://stenobird.com/podcast/behind-the-advisor-215876.md ## Episodes - [Ep #419: Navigating Success: From Startup to Thriving Enterprise](https://stenobird.com/podcast/behind-the-advisor-215876/ep-419-navigating-success-from-startup-to-thriving-enterprise) — 2026-07-15T12:00:00+00:00 - [Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors](https://stenobird.com/podcast/behind-the-advisor-215876/ep-418-finding-your-voice-why-podcasting-became-a-power-tool-for-modern-advisors) — 2026-07-01T12:00:00+00:00 - [Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like](https://stenobird.com/podcast/behind-the-advisor-215876/ep-417-still-standing-still-evolving-what-10-years-inside-xypn-actually-looks-like) — 2026-06-17T12:00:00+00:00 - [Ep #416: Beyond the Balance Sheet: Advising Families Across Generations](https://stenobird.com/podcast/behind-the-advisor-215876/ep-416-beyond-the-balance-sheet-advising-families-across-generations) — 2026-06-03T12:00:00+00:00 - [Ep #415: Balanced PM Preview: Breaking Down Stagflation](https://stenobird.com/podcast/behind-the-advisor-215876/ep-415-balanced-pm-preview-breaking-down-stagflation) — 2026-05-20T12:00:00+00:00 - [Ep #414: From Set to CFP®: Reinventing Your Career From Scratch](https://stenobird.com/podcast/behind-the-advisor-215876/ep-414-from-set-to-cfp-reinventing-your-career-from-scratch) — 2026-05-06T12:00:00+00:00 - [Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE](https://stenobird.com/podcast/behind-the-advisor-215876/ep-413-xypn-s-2025-benchmarking-study-highlights-live) — 2025-10-08T11:00:00+00:00 - [Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs](https://stenobird.com/podcast/behind-the-advisor-215876/ep-412-scaling-smart-building-a-high-growth-firm-for-entrepreneurs) — 2025-09-10T12:00:00+00:00 - [Ep #411: Growing Through Change: Building a Balanced Financial Practice](https://stenobird.com/podcast/behind-the-advisor-215876/ep-411-growing-through-change-building-a-balanced-financial-practice) — 2025-08-27T12:00:00+00:00 - [Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships](https://stenobird.com/podcast/behind-the-advisor-215876/ep-410-laying-the-groundwork-how-financial-coaches-strengthen-advisory-relationships) — 2025-08-13T11:00:00+00:00 - [Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm](https://stenobird.com/podcast/behind-the-advisor-215876/ep-409-from-zero-to-traction-launching-a-lean-fast-moving-firm) — 2025-07-16T11:00:00+00:00 - [Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm](https://stenobird.com/podcast/behind-the-advisor-215876/ep-408-coming-full-circle-relaunching-a-purpose-driven-firm) — 2025-07-02T11:00:00+00:00 - [Ep #407: A Decade of Building XYPN from the Inside Out](https://stenobird.com/podcast/behind-the-advisor-215876/ep-407-a-decade-of-building-xypn-from-the-inside-out) — 2025-04-09T11:00:00+00:00 - [Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo](https://stenobird.com/podcast/behind-the-advisor-215876/ep-406-navigating-the-transition-how-xypn-sapphire-simplifies-going-solo) — 2025-03-26T12:00:00+00:00 - [Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation](https://stenobird.com/podcast/behind-the-advisor-215876/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation) — 2025-03-12T11:00:00+00:00 - [Ep #404: Building a Purpose-Driven Practice in Three Months](https://stenobird.com/podcast/behind-the-advisor-215876/ep-404-building-a-purpose-driven-practice-in-three-months) — 2025-01-22T12:00:00+00:00 - [Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer](https://stenobird.com/podcast/behind-the-advisor-215876/ep-403-mastering-short-form-video-marketing-with-nate-hoskin-and-nick-meyer) — 2025-01-08T11:00:00+00:00 - [Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad](https://stenobird.com/podcast/behind-the-advisor-215876/ep-402-work-life-integration-fulfillment-and-building-your-dream-firm-with-kristin-harad) — 2024-12-11T11:00:00+00:00 - [Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward](https://stenobird.com/podcast/behind-the-advisor-215876/ep-401-mindfulness-freedom-and-a-fiduciary-driven-civilization-with-george-kinder-and-lora-woodward) — 2024-11-27T11:00:00+00:00 - [Ep #400: XYPN's 2024 Benchmarking Study Highlights LIVE](https://stenobird.com/podcast/behind-the-advisor-215876/ep-400-xypn-s-2024-benchmarking-study-highlights-live) — 2024-11-13T10:00:00+00:00 - [Ep #399: Redefining Success In Your Financial Planning Firm](https://stenobird.com/podcast/behind-the-advisor-215876/ep-399-redefining-success-in-your-financial-planning-firm) — 2024-10-30T10:00:00+00:00 - [Ep #398: Supporting Childfree Clients with Financial Planning and Beyond](https://stenobird.com/podcast/behind-the-advisor-215876/ep-398-supporting-childfree-clients-with-financial-planning-and-beyond) — 2024-10-16T10:00:00+00:00 - [Ep #397: Empowering Internationally Born Clients Through Financial Planning](https://stenobird.com/podcast/behind-the-advisor-215876/ep-397-empowering-internationally-born-clients-through-financial-planning) — 2024-10-02T10:00:00+00:00 - [Ep #396: Leading a Growing Advisory Firm with Nathan Donohue](https://stenobird.com/podcast/behind-the-advisor-215876/ep-396-leading-a-growing-advisory-firm-with-nathan-donohue) — 2024-09-18T10:00:00+00:00 - [Ep #395: Attracting and Retaining Top Advisors with Caleb Brown](https://stenobird.com/podcast/behind-the-advisor-215876/ep-395-attracting-and-retaining-top-advisors-with-caleb-brown) — 2024-09-04T10:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.