{"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 #419: Navigating Success: From Startup to Thriving Enterprise","slug":"ep-419-navigating-success-from-startup-to-thriving-enterprise","published_at":"2026-07-15T12:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-419-navigating-success-from-startup-to-thriving-enterprise","show_page_url":"https://stenobird.com/podcast/behind-the-advisor-215876","url":"https://www.xyplanningnetwork.com/419","audio_url":"https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-419.mp3?dest-id=283050","summary":"What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person fintech, embracing AI, evolving as a leader, and staying true to your vision along the way.","meta_description":"What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person start…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2554,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-419-navigating-success-from-startup-to-thriving-enterprise/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-419-navigating-success-from-startup-to-thriving-enterprise.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}