Behind The Advisor Podcast Por XYPN arte de portada

Behind The Advisor

Behind The Advisor

De: XYPN
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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. Economía Exito Profesional Gestión y Liderazgo Liderazgo
Episodios
  • Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE

    Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
    Oct 8 2025

    Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.
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    56 m
  • Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs

    Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
    Sep 10 2025

    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.
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    36 m
  • Ep #411: Growing Through Change: Building a Balanced Financial Practice

    Ep #411: Growing Through Change: Building a Balanced Financial Practice
    Aug 27 2025

    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.
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    36 m
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