XYPN

Behind The Advisor

Explore the journey of building a successful fee-only financial planning firm with industry leaders and advisors sharing their real-life experiences and strategies.

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Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

E410 • 35 mins • Aug 13, 2025

Recent Episodes

Aug 13, 2025

Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

E410 • 35 mins

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

50 mins

Mar 26, 2025

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

35 mins

Language
English
Country
United States
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