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
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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
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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™
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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. 254 | May 07, 2025
Lessons and Similarities of Past Market Downturns
With Kenneth Klabunde
Today, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago, his firm was just getting established. Now, he's returned to share how his business has not only survived but thrived through recent m …
Episode No. 253 | April 23, 2025
How to Communicate Authentically with Clients During a Time of Crisis
With Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko
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We're honored to welcome XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko as they share insights on communicating authentically with clients during times of uncertainty. Each of these financial advisors has transformed their practice by completing George Kinder's …
Episode No. 400 | November 15, 2024
XYPN’s 2024 Benchmarking Study Highlights LIVE
With Alan Moore and Michael E. Kitces
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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 …
Episode No. 373 | November 01, 2023
XYPN’s 2023 Benchmarking Study Highlights LIVE
With Alan Moore & Michael Kitces
UPDATE: We've published a deeper dive into the stats HERE! What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael K …
