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. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
Behind The Advisor
Claim This Podcastby XYPN
416 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
62
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality93
Social0
YouTube76
Engagement0
Podcast Overview
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. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
Language
🇺🇲
Publishing Since
8/18/2015
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62
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality93
Social0
YouTube76
Engagement0
8
Excellent Areas
3
Good Performance
8
Growth Opportunities
excellent
Episode Length
35 minutes
Performing excellently!
good
Publishing Consistency
Every 9 days
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Recent Episodes
June 17, 2026
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
Host Michael Kitces interviews Scott Frank, founder of Stone Steps Financial, as he shares his firm's decade-long evolution and strategies for serving diverse client needs.
June 3, 2026
Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
Chad Holmes, founder of Formula Wealth, interviews with Behind the Advisor about guiding families through multi-generational wealth planning and legacy preservation.
May 20, 2026
Ep #415: Balanced PM Preview: Breaking Down Stagflation
XYPN Portfolio Analyst Joe Dunn, CFA, and Director of Investments Andrew Almeida, CFA, CFP®, interview each other about stagflation's impact on markets and investor behavior.
416 total episodes available with 6 transcripts
Recent guests on Behind The Advisor
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Scott Frank
Guest
Chad Holmes
Guest
Greg Vojtanek
Guest
David Flores Wilson
Guest
Dan Slagle
Guest
Monica Scudieri
Guest
Ryan Johnson
Guest
Nannette Kamien
Guest
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Frequently asked questions
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- What is Behind The Advisor?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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