What does it take to build a customer relationship management (CRM) system that advisors want to use? In this episode of Behind The Advisor, originally recorded for XYPN Radio, I sit down with Wealthbox co-founders John Rourke and Dan Ferranti to explore the decisions, lessons, and te …
What can a therapist and a teacher bring to a financial planning practice? Quite a lot, as I learned from John Chesbrough and Liz Snyder, the partners behind Trail Financial Planning. In this episode of Behind The Advisor (previously known as XYPN Radio), John and Liz share the career …
What does it take to leave a successful career in financial services and build an RIA around the clients you genuinely want to serve? In this episode of Behind The Advisor, previously known as XYPN Radio, I sit down with XYPN member Lamar Watson, founder of Dream Financial Planning, a …
Starting your own RIA comes with many exciting decisions. And then there’s compliance. In this conversation on Behind The Advisor (previously known as XYPN Radio), I’m joined by Travis Johnson, XYPN’s Managing Director, Compliance & Regulatory Affairs, and Kendra Rehm-Dehn, an XYP …
What does it look like to grow quickly without letting growth take over? On this episode of Behind the Advisor (previously known as XYPN Radio), I’m joined by XYPN member Natalie Taylor, CFP®, TPCP®, BFA™. At the time of our conversation, Natalie was just 10 months into building her f …
On this episode of Behind the Advisor, I sit down with Roger Pine, CFA®, CFP®, CEO and co-founder of Holistiplan, to discuss what it really takes to grow a fintech company from an idea into an industry-leading business. Roger shares how winning the XYPN Fintech Competition in 2019 hel …
What if one of the best ways to grow your business is simply to let people hear your voice? In this episode of Behind the Advisor, I sit down with Mike Langford, founder and CEO of PodBox and host of the Modern Financial Advisor podcast, to explore why podcasting has become one of the …
In this episode of Behind the Advisor, Scott Frank, CFA, CFP®, founder of Stone Steps Financial, returns nearly a decade after his first podcast appearance to reflect on what life and business look like long after the launch phase. When Scott first joined the podcast in 2016, he was b …
