Episode No. 410 | August 13, 2025
Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
With Monica Scudieri
Today, I’m excited to welcome Monica Scudieri, founder of Grab Your Slice, a financial coaching business dedicated to helping clients build stability and confidence before stepping into an advisory relationship. Monica works with single parents, people in transition, and those startin …
Episode No. 61 | July 30, 2025
Beyond the Buyout: Rebranding, Rebuilding, and Redefining a Firm
With Hannah Moore, CFP®
What if taking over a firm through a succession plan was just the beginning, not the end, of the story? When Hannah Moore entered into a succession plan in her early 20s, she wasn’t just buying a financial planning firm; she was stepping into a future she planned to rebuild from the g …
Episode No. 409 | July 16, 2025
From Zero to Traction: Launching a Lean, Fast-Moving Firm
With Ryan Johnson, CFP®, BFA™
When I sat down with Ryan Johnson for this episode of Behind the Advisor, I was reminded how powerful it is to bet on yourself, even before you feel totally “ready.” Ryan is the founder of Hundred Financial Planning, a firm built specifically for busy professionals in their 30s and 40 …
Episode No. 408 | July 02, 2025
Coming Full Circle: Relaunching a Purpose-Driven Firm
With Nannette Kamien, CFP®, RICP®, MBA
I first met Nannette Kamien back in 2015 when she joined XYPN and launched Inspiration Financial Planning. From the start, it was clear that Nannette had a genuine passion for helping others. We had her on the podcast in Episode 107, where she shared her early journey from IT to finan …
Episode No. 187 | June 18, 2025
Scaling a Financial Planning Practice Through Merging
With Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI
.png)
What happens when you can’t find the financial advice you need, so you decide to become the advisor you were looking for? Angela Moore’s journey into financial advising began with personal frustration over the lack of accessible, trustworthy financial guidance—even for well-educated p …
Episode No. 153 | June 04, 2025
The Merging of Two Financial Advisory Practices
With Gabriel Anderson & Scott Bell
.png)
Ever thought about teaming up with another advisor, but unsure what it really takes? In this episode, I sit down with Gabe Anderson and Scott Bell, two financial planners who started out solo and decided to merge their practices into one powerhouse advisory firm. They open up about th …
Episode No. 335 | May 21, 2025
Building a Resilient Fee-Only Practice Through Economic Turbulence
With Danielle Harrison MBA, CFP®, CFT-I™
.png)
We’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She la …
Episode No. 400 | November 15, 2024
XYPN’s 2024 Benchmarking Study Highlights LIVE
With Alan Moore and Michael E. Kitces
.png)
What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …
