Behind The Advisor
Hosted by Alan Moore · XYPN
5.0from 2 ratings
- 418
- Episodes
- 8
- Transcribed
- 2
- Ratings
- 2015
- First episode
- 20K
- YouTube views
About Behind The Advisor
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.
- Publisher
- XYPN
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 18 Aug 2015
- Latest episode
- 15 Jul 2026
Latest episodes
8 of 418 episodes have a transcript.
15 Jul 2026TRANSCRIPT
Ep #419: Navigating Success: From Startup to Thriving Enterprise
1 Jul 2026TRANSCRIPT
Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
17 Jun 2026TRANSCRIPT
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
Inside a recent episode
Ep #419: Navigating Success: From Startup to Thriving Enterprise
Published 15 Jul 2026 · Transcript excerpt
[…] Like I was the developer in the company. So I was like, I got to go finish building out this product. And you, Kevin, are sales, finance, and support. And anything else we can figure out, HR, anything else we can figure out is you, Kevin. And slowly over time, you know, we've had to make ourselves obsolete in all of those roles. And Kevin did a better job than I did. I'm still here kicking around, still writing code every now and then. But I mean, like, yeah, I mean, I don't know if that's a metric so much, but like we had to bring in directors and then VPs of these various functions who are better than us at these things. that we could continue to add the value in the way that's the highest leverage, which is like the vision for the company, the vision for the values of the company, where the product should go, like all those sorts of things. […]
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See plansWho has been a guest on Behind The Advisor
Names identified in recent episode analyses. Showing up to five guests.
- Roger Pine
- Mike Langford
- Scott Frank
- Chad Holmes
- Greg Vojtanek
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 20,278
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 62 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 93
- Social presence
- 0
- YouTube
- 76
- Engagement
- 0
Contact Behind The Advisor
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Behind The Advisor
Who hosts Behind The Advisor?
Alan Moore host the show. Published by XYPN.
Does Behind The Advisor take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
8 of 418 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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