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What does it really take to build a sustainable firm from scratch? What fee level actually unlocks hiring? Does the CFP® make a measurable difference? Co-founders Alan Moore and Michael Kitces took the stage at XYPN LIVE to unpack nine years of benchmarking data on Behind the Advisor. …
When I sat down with Carl Richards for this episode of Behind the Advisor, one thing stood out: a financial planning process doesn’t have to be complicated to be effective. The conversation traces an unconventional path into financial planning—starting with a bouncer job interview tha …
When I sat down with David Flores Wilson for this episode of Behind the Advisor, one thing was clear: scaling isn’t just about adding clients, it’s about building a community around your work. David’s firm has grown 5X in five years, from $30M to $190M AUM, after he teamed up with a b …
One of the best parts of Behind the Advisor is catching up with guests after a few years to see how their stories and their firms have evolved. This time, I sat down again with Dan Slagle, co-founder of Fyooz Financial Planning, which he runs alongside his wife and business partner, N …
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 …
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 …
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 …
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 …
