business
Hosted by XYPN · business · EN
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Contact path
Verified email
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchBehind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way.
Behind The Advisor is hosted by XYPN. The show has published 412 episodes to date.
Recent episodes include "Ep #419: Navigating Success: From Startup to Thriving Enterprise" (15 July 2026, 43 minutes), "Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors" (1 July 2026, 42 minutes), and "Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like" (17 June 2026, 44 minutes).
Behind The Advisor publishes roughly every two weeks, with episodes averaging 45 minutes across 412 episodes.
Booking probability for Behind The Advisor is 28%, and the host is rated Selective on guests. Behind The Advisor requires a Pod Score of 80 or higher. Behind The Advisor's contact route on record: verified email.
The strongest fits for Behind The Advisor are Investing & Wealth Management. Behind The Advisor has a business audience.
XYPN hosts Behind The Advisor, a business podcast with 412 episodes published.
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Behind The Advisor
What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person fintech, embracing AI, evolving as a leader...
Behind The Advisor
What if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern Financial Advisor host Mike Langford to explore how podcasting helps advisors...
Behind The Advisor
Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how...
Behind The Advisor
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Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN...
Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN...
Behind The Advisor
Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without clients or a safety net, and by month 15 he'd...
Behind The Advisor
Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without clients or a safety net, and by month 15 he'd...
Behind The Advisor
Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a...
Behind The Advisor
In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From...
Behind The Advisor
In this episode of Behind the Advisor , Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From...
In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a...
Behind The Advisor
Ryan Johnson launched Hundred Financial Planning with no clients, limited experience, and a tough regulatory environment. In this episode, he shares how XYPN's Sapphire model helped him move fast, stay lean, and build a...
Behind The Advisor
Leaving entrepreneurship doesn't mean leaving the industry for good. In this episode, Nannette Kamien, founder of Inspiration Financial Planning, shares her journey of launching, pausing, and eventually relaunching her...
In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of...
Going independent doesn't mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance...
Episode #405
On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. During our conversation, Libby...
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build...
On this episode of XYPN Radio I'm thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form...
Episode #402
In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. You can find show notes and more...
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