{"podcast":{"title":"Behind The Advisor","slug":"behind-the-advisor-215876","podcast_index_feed_id":215876,"rss_url":"https://xyplanningnetwork.libsyn.com/rss","website_url":"https://www.xyplanningnetwork.com","image_url":"https://static.libsyn.com/p/assets/3/8/0/8/3808273f1473dae516c3140a3186d450/Behind_The_Advisor_XYPN_Podcast_Primary_Image.png","author":"Behind The Advisor","episode_count":418,"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.","last_synced_at":"2026-07-16T00:19:14.513681+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876"},"episode":{"title":"Ep #399: Redefining Success In Your Financial Planning Firm","slug":"ep-399-redefining-success-in-your-financial-planning-firm","published_at":"2024-10-30T10:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-399-redefining-success-in-your-financial-planning-firm","show_page_url":"https://stenobird.com/podcast/behind-the-advisor-215876","url":"https://xyplanningnetwork.libsyn.com/ep-399-redefining-success-in-your-financial-planning-firm","audio_url":"https://traffic.libsyn.com/secure/xyplanningnetwork/Ep_399_Brenna_Baucum_audio.mp3?dest-id=283050","summary":"In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399","meta_description":"In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3120,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-399-redefining-success-in-your-financial-planning-firm/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-399-redefining-success-in-your-financial-planning-firm.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}