Episode No. 406 | March 26, 2025
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
With Brian Muller, AAMS®
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
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. 404 | January 22, 2025
Building a Purpose-Driven Practice in Three Months
With Rob Brown
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 …
Episode No. 403 | January 08, 2025
Mastering Short-Form Video Marketing
With Nate Hoskin, CFP® and Nick Meyer, CFP®
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 …
Episode No. 402 | December 11, 2024
Work-Life Integration, Fulfillment, and Building Your Dream Firm
With Kristin Harad
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 …
Episode No. 401 | November 27, 2024
Mindfulness, Freedom, and a Fiduciary Driven Civilization
With George Kinder and Lora Woodward
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 …
Episode No. 383 | March 20, 2024
Grow Your Firm Faster by Leveraging Your Former Career
with Mike Zung
Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture …
Episode No. 362 | June 01, 2023
The Benefits of Fee-restructuring & Other Mid-course Growth Decisions
A Conversation with John Underhill
If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …
