Behind The Advisor

Roger Pine, CEO and co-founder of Holistiplan, built planning and tax fintech after a career as a financial planner. He shares the journey from two people to ~100 employees. He talks leadership evolution, delegation, and preserving vision while scaling. He explores AI’s impact on coding and advice tech, product prioritization, and avoiding burnout during rapid growth.

Mike Langford, Founder and CEO of Podbox and host of the Modern Financial Advisor podcast, brings decades at the crossroads of financial services and digital marketing. He talks about why podcasting builds trust and clarifies messaging. He covers formats that work for advisors, simple production workflows, AI and tools that boost audio, and how consistent audio content creates lasting business momentum.

Scott Frank, founder of Stone Steps Financial and fee-only planner for tech/biotech pros and complex families. He talks firm growth from solo to a five-person team. He covers niche media-driven client attraction, financial life planning and EVOK-style onboarding, stock comp and cashflow automation, and shifting from hero to guide while building scalable processes.

*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-turn-id-container= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-testid= "conversation-turn-4" data-scroll-anchor="false" data-turn= "assistant"> Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, education, and preparing the next generation to carry the legacy forward.

Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking. In this special preview episode, Joe and Andrew dive into stagflation: what it is, how it shaped markets in the 1970s, and why advisors are hearing about it again today. They explore how inflation, slowing growth, and market uncertainty can influence investor behavior, portfolio design, and planning conversations in the current environment.

Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without clients or a safety net, and by month 15 he'd stopped pulling from savings. In this episode, Greg talks about making the leap, finding your niche, and why lived experience might be your biggest asset.

In this engaging discussion, Michael Kitces, a renowned financial-planning researcher, teams up with Alan Moore to dive into fascinating insights from nine years of XYPN benchmarking data. They explore why launching a fee-only firm can be particularly challenging, especially in the first year, and the meaningful impact of CFP certification on growth and client acquisition. The conversation covers strategies for effectively scaling revenue, the common pitfalls of underpricing, and the importance of outsourcing administrative tasks to enhance advisors' well-being.

In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice.

In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.

In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.