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Can you build a sustainable business by working with clients who spend more than they earn? That’s the question I put in front of Garrett Philbin, founder of Be Awesome Not Broke. He’s not chasing high-net-worth households. He’s working with clients who are in negative cash flow, peop …
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Today on Behind the Advisor (formerly XYPN Radio), we’re talking with advisors at a stage we don’t usually feature: the first six months of launching their firms. Chao Zhang and Stefanie Pickard are right in the thick of it, figuring out what works and what doesn’t, as their new firms …
What if you could build a career in financial planning that didn’t require launching your own firm but still gave you autonomy, recurring revenue, and real impact? On this episode of Behind the Advisor (previously XYPN Radio), I sit down with Jennifer Pritchard, who has built one of t …
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 …
