Info

Behind The Advisor

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.
RSS Feed Subscribe in Apple Podcasts
Behind The Advisor
2025
April
March
January


2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August


All Episodes
Archives
Now displaying: March, 2018
Mar 28, 2018

From books to planning practices, the financial planning world can tend to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in financial planning by using storytelling and finding creative ways to catch peoples’ attention.

You can find show notes and more information by clicking here:https://www.xyplanningnetwork.com/145

Mar 21, 2018

Life gets messy and whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/144

Mar 14, 2018
XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how to communicate the value of financial planning, why it isn’t always a good idea for advisors to take on every new client they can, and more. Listen in to hear advice for new advisors and seasoned advisors alike.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/143

 
Mar 7, 2018

As a tri-citizen of the UK, Australia and the US, Ashley Murphy has found a niche in the expat market. When it comes to multi citizenships, financial planning can get much more complicated. Ashley shares the dangers, difficulties and benefits that are involved with working with expat clients. 

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/142

1