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. 407 | April 09, 2025
A Decade of Building XYPN from the Inside Out
With Maddy Roche
Some moments in an organization’s journey feel pivotal—crossroads where we pause to reflect on where we started, how far we’ve come, and what’s next. This episode of Behind The Advisor is one of those moments. After nearly 11 years, Maddy Roche—our first employee and the longtime host …
Episode No. 406 | March 26, 2025
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
With Brian Muller, AAMS®
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On this episode of Behind the Advisor, I’m joined by Brian Muller, AAMS®, founder of Momentous Wealth Advisors and one of the first advisors to join XYPN Sapphire. Brian shares his journey through the industry, the challenges of his RIA transition, and how Sapphire provided the operat …
Episode No. 405 | March 12, 2025
The Art of Client Onboarding
With Libby Greiwe ChFC, RICP, FIC
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On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe ChFC, RICP, FIC, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. Libby shares her journey from working around the clock to building a seven-figur …
