Share this
Looking back on 2025, what’s one move you made in your firm that actually worked, and one thing you’d do totally differently if you could hit rewind?
2025 was a significant year for advisors as they sought to build firms that truly work for them. From launching before feeling “ready” to automating client onboarding without losing the personal touch, these Behind The Advisor episodes show what’s possible when you mix strategy, creativity, and a little grit.
Here are the episodes that had us taking notes, thinking differently, and maybe stealing a few ideas for our own practices.
The Art of Client Onboarding | With Libby Greiwe ChFC, RICP, FIC
On this episode of Behind the Advisor, we sit down with Libby Greiwe to unpack how a thoughtful, automated onboarding process can transform your practice, boosting client experience, reclaiming your time, and building a business that actually supports your life.
XYPN’s 2025 Benchmarking Study Highlights — LIVE | With Alan Moore and Michael E. Kitces
On this episode of Behind the Advisor, Alan Moore and Michael Kitces delve into nine years of XYPN benchmarking data to reveal what actually drives sustainable growth, from launch decisions to hiring inflection points, providing advisors with a clear, numbers-driven roadmap for scaling with intention.
Mastering Short-Form Video Marketing | With Nate Hoskin, CFP® and Nick Meyer, CFP®
On this episode of Behind the Advisor, we chat with Nate Hoskin and Nick Meyer of N2 Content Marketing about why short-form video is quickly becoming a must-have for advisors, and how to create compliant, engaging videos that actually get seen (even if marketing isn’t your thing).
From Zero to 38 Clients in 12 Months | With Shawn Tydlaska, CFP®, MBA
On this episode of Behind the Advisor, we sit down with XYPN member Shawn Tydlaska to break down what it really takes to gain traction in year one. We cover how he went from zero to 38 clients, found his footing through trial and error, and built momentum as a new independent advisor.
From $0 to $250,000 Annual Revenue in Just 13 Months | With Patrick Brewer, CFA
On this episode of Behind the Advisor, we sit down with Patrick Brewer to unpack how he grew a firm from $0 to over $ 250,000 in just 13 months, and why a team mindset, intentional marketing, and treating business-building as real work are key to turning an idea into a scalable firm.
A Decade of Building XYPN from the Inside Out | With Maddy Roche
On this episode of Behind the Advisor, we reflect with Maddy Roche on nearly 11 years of growth at XYPN, exploring leadership, letting go, and how evolving alongside a company (and taking a real sabbatical) can clarify what’s next for both people and the businesses they help build.
From Zero to Traction: Launching a Lean, Fast-Moving Firm | With Ryan Johnson, CFP®, BFA™
On this episode of Behind the Advisor, we talk with Ryan Johnson about launching his firm before feeling “ready,” how XYPN Sapphire helped him navigate compliance and operations, and why building a focused, values-aligned practice can help you move faster with confidence.
Building a Purpose-Driven Practice in Three Months | With Rob Brown
On this episode of Behind the Advisor, we sit down with Rob Brown of Truest Fan Coaching to explore how defining your purpose can prevent burnout, reshape your habits, and help you build an RIA that truly aligns with the life you want.
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo | With Brian Muller, AAMS®
On this episode of Behind the Advisor, Brian Muller shares how he built a lifestyle-focused RIA after experiencing personal loss, leveraging XYPN Sapphire to handle operations and compliance, allowing him to grow his firm, serve top clients, and reclaim time for his family, proving that independence doesn’t mean doing it all alone.
Building a Resilient Fee-Only Practice Through Economic Turbulence | With Danielle Harrison, MBA, CFP®, CFT-I™
On this episode of Behind the Advisor, Danielle Harrison shares how she launched and grew a fee-only firm during the pandemic, embracing technology, client-focused planning, and a modern approach that balances business success with the well-being of both her clients and herself.
That’s a wrap on the top Behind The Advisor episodes of 2025. Each one offers practical insights, real stories, and lessons you can use to make your firm smarter, smoother, and a little more aligned with the life you actually want to live.
Listen, learn, and maybe take one small step forward; your future firm will thank you.
Share this
Subscribe by email
The Most Underrated Skill Financial Advisors Need to Grow with Intention
Jul 28, 2025
7 min read
Your 2025 Year-End RIA Checklist: The 5 Reviews Every Firm Should Do Before January
Dec 8, 2025
3 min read
