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
October
September
August
July
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: Page 1
Aug 1, 2018

What does it really take to bet on yourself, and grow faster than you ever imagined?

On this episode of Behind the Advisor (previously known as XYPN Radio), I’m sitting down with Kyle Moore, founder of the fee-only financial planning firm Quarry Hill Advisors. Kyle has led his firm through some of the most explosive growth we’ve ever heard about on the podcast, and his path into the industry is just as compelling as the results.

Kyle shares how he transitioned from traveling the country as a professional golfer to entering financial planning at a firm whose partners split just nine months after he joined. We discuss navigating the rocky start with a young child at home, why he once accepted a $25,000 salary, and what ultimately led him to leave what he calls “the best associate planner position in the country” to build his own firm. It’s an honest look at risk, resilience, and what it really takes to bet on yourself.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/163