Behind The Advisor

In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.

Going independent doesn’t mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.

Libby Greiwe, founder of The Efficient Advisor, specializes in helping advisors thrive without burnout. In this lively chat, she reveals her three-phase client onboarding strategy to elevate experiences. Libby emphasizes the first 30 days for professionalism, then focuses on delightful surprises from days 30-60, and wraps up with memorable gestures beyond that. Practical tips, like personalized thank-you notes and termination scripts, showcase how small changes can dramatically enhance client relationships and boost trust.

Rob Brown, founder of Truest Fan Coaching, specializes in helping RIA owners find purpose in their work. He discusses strategies for overcoming burnout and the critical risks of operating without a clear purpose. Rob emphasizes the importance of defining both personal and business aspirations, shares insights on effective time audits, and challenges the common belief that hiring is always the solution. His personalized coaching approach aims to cultivate a supportive environment that inspires financial advisors to articulate their dreams.

On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/403

In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/402

Join George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, its COO, as they explore the transformative power of mindfulness in financial advising. They discuss prioritizing clients' true aspirations over mere financial metrics and the critical importance of personal transformation. The duo dives into how mindfulness fosters deeper advisor-client relationships, collective responsibility for societal change, and the innovative 'Seven Stages of Money Maturity' program that reshapes financial narratives.

What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it?  Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400

In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398