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.
Episodes
Mentioned books
Aug 24, 2015 • 59min
Ep #2: What the Behavior Gap Teaches Us About Better Financial Planning
Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl's unique financial planning process, from introductory meeting all the way through plan delivery. You don't want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/2
Aug 18, 2015 • 1h 9min
Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN's very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you've probably heard of Michael. And today, you're going to get an awesome introduction to him and hear his amazing story that very few people have actually heard. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/1
