Behind The Advisor

Real Stories. Real Strategies.

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.

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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 …

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Episode No. 404 | January 22, 2025

Building a Purpose-Driven Practice in Three Months

With Rob Brown

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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 businesses that align with their deepest values and goals. In this episo …

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Episode No. 403 | January 08, 2025

Mastering Short-Form Video Marketing

With Nate Hoskin, CFP® and Nick Meyer, CFP®

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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 N2 Content Marketing. Together, we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating diges …

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Episode No. 402 | December 11, 2024

Work-Life Integration, Fulfillment, and Building Your Dream Firm

With Kristin Harad

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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. Nearly eight years after her first appearance on the podcast, Kristin returns to share insights fro …

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Episode No. 401 | November 27, 2024

Mindfulness, Freedom, and a Fiduciary Driven Civilization

With George Kinder and Lora Woodward

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XYPN Radio is thrilled to welcome George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative …

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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 …

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Episode No. 399 | October 30, 2024

Redefining Success In Your Financial Planning Firm

With Brenna Baucum, CFP®, CTS™

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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 …

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Episode No. 398 | October 16, 2024

Supporting Childfree Clients with Financial Planning and Beyond

With Jay Zigmont, PhD, MFA, CFP® and Bri Conn

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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 …

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