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 | 412 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Categories | EntrepreneurshipCareersBusiness | ||||
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Latest Episodes
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 candid, data-driven look at what work... more
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 creating simple systems to boosting v... more
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 parental leave to narrowing their cli... more
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 planning relationship. We cover the ... more
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- 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
Philippines4 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 States6 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?
Focusing on the experiences and insights of financial planning professionals, the content covers a wide range of topics including business growth, client relationships, and navigating the challenges of starting and running a fee-only advisory firm. Listeners can expect in-depth interviews with industry leaders that share personal stories, practical strategies, and advice, enabling financial advisors to overcome common hurdles and capitalize on opportunities. Notably, the podcast emphasizes a modern approach to financial planning, highlighting innovative practices and the importance of community building among advisors.
The conversations explore the professional journeys of various advisors, integrating themes of empathy, purpose, and authe... 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 Efficient Advisor: Tactical Business Advice for Financial Planners
3. Ask The Compound
4. The Compound and Friends
5. Retirement Tax Services Podcast
How many episodes of Behind The Advisor are there?
Behind The Advisor launched 10 years ago and published 412 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?
Rephonic provides full transcripts for episodes of Behind The Advisor. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Behind The Advisor?
Recent guests on Behind The Advisor include:
1. David Flores Wilson
2. Monica Scudieri
3. Ryan Johnson
4. Nannette Kamien
5. Brian Muller
6. Libby Greiwe
7. Brenna Baucum
8. Jay Zigmont
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.