Access Behind-The-Scenes Content

Behind The Advisor Podcast

Subscribe now and get first access to every new episode, plus bonus content delivered straight to your inbox.

Get a deeper look into the journeys, challenges, and breakthroughs

In each episode, we dive deep into the real stories, strategies, and behind-the-scenes moments that have helped advisors build their firms and achieve their success.

How to Communicate Authentically with Clients During a Time of Crisis
How to Communicate Authentically with Clients During a Time of Crisis
Financial Advisors

How to Communicate Authentically with Clients During a Time of Crisis

A Decade of Building XYPN from the Inside Out
A Decade of Building XYPN from the Inside Out
Coaching

A Decade of Building XYPN from the Inside Out

Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
Financial Advisors

Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

Not ready to subscribe but still want to find your like-minded financial planning peers? 

Join our VIP Facebook Group →

Ready to take the next step?

Let's connect →