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.
XYPN Radio
Claim This Podcastby XYPN
5.0(23 reviews)
418 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
77
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube76
Engagement96
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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77
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube76
Engagement96
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
July 15, 2026
Ep #419: Navigating Success: From Startup to Thriving Enterprise
Host Michael Kitces interviews Roger Pine, CEO and co-founder of Holistiplan, as he shares insights on scaling a startup into a thriving enterprise by embracing AI and leadership evolution.
July 1, 2026
Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
Host Alan Moore interviews PodBox CEO Mike Langford about how advisors leverage podcasting to build trust and clarify their message.
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.
418 total episodes available with 19 transcripts
Recent guests on XYPN Radio
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Roger Pine
Guest
Mike Langford
Guest
Scott Frank
Guest
Chad Holmes
Guest
David Flores Wilson
Guest
Dan Slagle
Guest
Natalie Slagle
Guest
Monica Scudieri
Guest
Ryan Johnson CFP®
Guest
Nannette Kamien
Guest
Maddy Roche
Guest
Brian Muller
Guest
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Frequently asked questions
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- What is XYPN Radio?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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