XYPN

Behind The Advisor

Explore the realities of building a successful fee-only financial planning firm through honest discussions with industry experts. Gain insights and strategies for growth.

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Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm

36 mins • Jul 16, 2025

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Recent Episodes

Jul 16, 2025

Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm

36 mins

Jul 2, 2025

Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm

37 mins

Apr 9, 2025

Ep #407: A Decade of Building XYPN from the Inside Out

E407 • 50 mins

Mar 26, 2025

Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo

E406 • 35 mins

Mar 12, 2025

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

E405 • 38 mins

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