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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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Jan 16, 2019

What happens when you can’t find the financial advice you need, so you decide to become the advisor you were looking for?

Angela Moore’s journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated professionals. That experience didn’t just change her finances—it changed her career path. In this episode, Angela shares how she transitioned into financial planning, built her own firm from the ground up, and strategically merged with another firm to scale her impact.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/187