{"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 #416: Beyond the Balance Sheet: Advising Families Across Generations","slug":"ep-416-beyond-the-balance-sheet-advising-families-across-generations","published_at":"2026-06-03T12:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-416-beyond-the-balance-sheet-advising-families-across-generations","show_page_url":"https://stenobird.com/podcast/behind-the-advisor-215876","url":"https://www.xyplanningnetwork.com/416","audio_url":"https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-415.mp3?dest-id=283050","summary":"Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, education, and preparing the next generation to carry the legacy forward.","meta_description":"Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2436,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-416-beyond-the-balance-sheet-advising-families-across-generations/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-416-beyond-the-balance-sheet-advising-families-across-generations.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}