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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.
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Now displaying: May, 2018
May 30, 2018

Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with moving across the country, his wife starting a new job, and having his first child.

Though this path certainly isn’t for the faint of heart, it has worked out well for Scott and taught him some very important lessons. In this episode, he shares his unique journey, as well as key things he learned along the way and advice that anyone hoping to start a firm should take to heart.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/154 

May 23, 2018

Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a quality experience for all clients. They discuss the process of merging and where they want to go with their partnership.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/153

May 16, 2018

Today I’m excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a passion for their environmental footprint and want to build carbon-neutral portfolios.

With complimenting skill sets—Morgan is more of the big-picture idea person and Courtney is the realist who focuses on the operations of the firm—the pair really works well together to provide real financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, they are incredibly dynamic and doing some really interesting things in their business. Listen in to hear all about it.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/152 

May 9, 2018

Kyle Mast joins us on the show to talk about his career journey that started in a family business through a succession plan and ended up with him owning his own RIA. He discusses the details of his business and the strategies he has used to build it successfully. Kyle talks about how he has hit a place he’s happy with and ready to pull back and spend more time with family.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/151

May 2, 2018

Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs and how she ended up starting her own successful business and having to deal with the downside to business ownership. She gets real with us and talks about what went wrong, what went right and how she would or wouldn’t have done things differently along the way.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/150 

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