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Behind The Advisor

Behind The Advisor

Released: 2025-10-08
Behind The Advisor - QR Code
412 Episodes
Audio
Listen on Apple Podcasts
412 Episodes
Audio
Listen on Apple Podcasts
Released: 2025-10-08
Most Recent Episode
Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE

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

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
Time: 55:55
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.
Episode ID: 1000730796339
GUID: e2385b32-5d16-4dec-9dc3-5cf45789e353
Release Date: 08/10/2025, 12:00:00

Description

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.

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