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 …
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. 399 | October 30, 2024
Redefining Success In Your Financial Planning Firm
With Brenna Baucum, CFP®, CTS™
In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. Brenna s …
Episode No. 398 | October 16, 2024
Supporting Childfree Clients with Financial Planning and Beyond
With Jay Zigmont, PhD, MFA, CFP® and Bri Conn
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Br …
Episode No. 397 | October 02, 2024
Empowering Internationally Born Clients Through Financial Planning
With Jane Mepham, CFP®
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …
