{"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 #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo","slug":"ep-406-navigating-the-transition-how-xypn-sapphire-simplifies-going-solo","published_at":"2025-03-26T12:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-406-navigating-the-transition-how-xypn-sapphire-simplifies-going-solo","show_page_url":"https://stenobird.com/podcast/behind-the-advisor-215876","url":"https://www.xyplanningnetwork.com/406","audio_url":"https://traffic.libsyn.com/secure/xyplanningnetwork/406.mp3?dest-id=283050","summary":"Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.","meta_description":"Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA tra…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2083,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-406-navigating-the-transition-how-xypn-sapphire-simplifies-going-solo/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-406-navigating-the-transition-how-xypn-sapphire-simplifies-going-solo.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}