XYPN

Behind The Advisor

Join host Alan Moore and industry experts as they share valuable insights for fee-only financial planners focused on effectively serving Gen X and Gen Y clients.

Listen on Apple Podcasts

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

50 mins • Apr 9, 2025

Recent Episodes

Apr 9, 2025

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

50 mins

Mar 26, 2025

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

35 mins

Mar 12, 2025

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

E405 • 38 mins

Jan 22, 2025

Ep #404: Building a Purpose-Driven Practice in Three Months

49 mins

Dec 25, 2024

Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer

E403 • 51 mins

Language
English
Country
United States
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