Behind The Advisor
XYPNBehind 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 an... more
| Publishes | Twice monthly | Episodes | 416 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusinessEntrepreneurship | |||
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Latest Episodes
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 Stone Steps has grown from a solo... more
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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 Director of Investments Andrew Al... more
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 stopped pulling from savings.
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Reviews
- Empathy and Innovation in Financial Planning
The episode featuring Tara Tussing Unverzagt on XYPN Radio is an enlightening exploration of how empathy and accessibility can transform financial planning. Tara’s focus on tailored services and cultural awareness offers valuable insights for anyone interested in holistic financial advice. Highly recommended for financial advisors and planners.
Apple Podcasts5I value the unique angle
Germany2 years ago - XY has forgotten what it is
When Alan started the podcast years ago the overall energy was entrepreneurial, innovative and positive. It portrayed tons of great stories and tips from advisors who were blazing the trails in the RIA space. Over the last year or so, XYPN and it’s radio show have pivoted from being a company and community of FA entrepreneurs focusing on business to a vehicle for social justice. There is nothing wrong with fighting for social justice but abandoning the business focus has taken XY from a unicorn ... more
Apple Podcasts2Codinho
United States4 years ago - Awesome Podcast!!!
Alan and Michael, hosts of the XYPN Radio Podcast, highlights all investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Apple Podcasts5roweereyes
Philippines5 years ago - The audio is Horrible!
You need to figure out why your audio is so bad and hard to understand.
Apple Podcasts2sk9270azUnited States5 years ago - Crappy audio
The podcast is great overall. Just very crappy audio.
Apple Podcasts5Prof ChiChiUnited States7 years ago
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Frequently Asked Questions About Behind The Advisor
What is Behind The Advisor about and what kind of topics does it cover?
This show focuses on the realities of starting, running, and growing fee-only financial planning practices. Across episodes, guests discuss firm growth trajectories, client acquisition economics, certification impacts, and staffing strategies, with themes like scaling profitability, building community among clients, and leveraging coaching or mentorship to improve client readiness and outcomes. The tone tends to be practical and practitioner-first, often highlighting actionable tactics for young or growing firms, including how to price services, manage staffing, and navigate regulatory or market shifts. A standout aspect is the emphasis on real-world journeys—from solo startups to multi-year growth stories—and on bridging planning with coac... more
Where can I find podcast stats for Behind The Advisor?
Rephonic provides a wide range of podcast stats for Behind The Advisor. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Behind The Advisor and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Behind The Advisor get?
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What are the audience demographics for Behind The Advisor?
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How many subscribers and views does Behind The Advisor have?
To see how many followers or subscribers Behind The Advisor has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Behind The Advisor?
These podcasts share a similar audience with Behind The Advisor:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Talking Wealth
5. Barron's Advisor
How many episodes of Behind The Advisor are there?
Behind The Advisor launched 11 years ago and published 416 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Behind The Advisor?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Behind The Advisor?
Rephonic pulls ratings and reviews for Behind The Advisor from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Behind The Advisor?
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What guests have appeared on Behind The Advisor?
Recent guests on Behind The Advisor include:
1. Chad Holmes
2. Greg Vojtanek
3. David Flores Wilson
4. Monica Scudieri
5. Ryan Johnson
6. Nannette Kamien
7. Brian Muller
8. Libby Greiwe
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.