Snipd home pageGet the app

Behind The Advisor

XYPN
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.

Top mentioned books

Here are the most frequently recommended books on the Behind The Advisor podcast:
undefined
#1 Mentioned in 1 episodes

Fire

undefined
Sebastian Junger
chevron_right
undefined
#2 Mentioned in 1 episodes

Golf Is Not a Game of Perfect

undefined
Bob Rotella
chevron_right
undefined
#3 Mentioned in 1 episodes

How to Never Lose a Customer Again

undefined
Joey Coleman
chevron_right

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app
HomeTop podcastsPopular guestsTop books