What does it really take to move from a founder-centric firm to a professionally managed business? This week on Behind the Advisor (formerly XYPN Radio), J.D. Bruce, President of Abacus Wealth Partners, shares what it takes to grow a firm from a solo practice into a scaled organizatio …
What do we not talk about enough when starting your own RIA? We spend a lot of time on the vision, the flexibility, the impact, but today, I wanted to dig into the less glamorous (and incredibly important) parts of building a firm. In this episode of Behind The Advisor (previously kno …
What does it really take to bet on yourself and grow faster than you ever imagined? On this episode of Behind the Advisor (previously known as XYPN Radio), I’m sitting down with Kyle Moore, founder of the fee-only financial planning firm Quarry Hill Advisors. Kyle has led his firm thr …
Are you actually using data to make decisions in your firm, or are you just going with your gut? In this episode of Behind The Advisor (previously known as XYPN Radio), we’re joined again by Shawn Tydlaska to talk about why tracking your metrics matters more than you think, especially …
The word “sales” makes a lot of financial advisors cringe, especially fee-only planners who’ve worked hard to distance themselves from product pushing. But here’s the truth: even if you don’t sell financial products, you do sell. You sell your advice, your expertise, and your services …
Today on Behind The Advisor (previously known as XYPN Radio), I get to sit down with two absolute powerhouses in the compliance world: Terria Heng and Shelby Brown, our very own XYPN Compliance Coaches, with nearly twenty years of combined experience as state examiners and consultants …
What does it really take to start and grow a successful financial planning firm—from zero to something real? On this episode of XYPN Radio (now Behind The Advisor), I’m sitting down with someone who’s walked that path at full sprint. My guest today is Patrick Brewer, founder of SurePa …
When you join the free XYPN VIP Community, you’ll have a chance to connect directly with experts like today’s guest, Brian Face. Brian shared some sharp advice on transitioning clients into fee-only relationships in the XYPN VIP Community Group, and I knew right away we needed to have …
