XYPN Radio

XYPN Radio

Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice Alan Moore and Michael Kitces
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Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice

Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional...

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Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche Alan Moore and Michael Kitces
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Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche

#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is...

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Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell Alan Moore and Michael Kitces
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Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a...

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Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo Alan Moore and Michael Kitces
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Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on...

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Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo Alan Moore and Michael Kitces
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Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on...

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Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman Alan Moore and Michael Kitces
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Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Today we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is...

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Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp Alan Moore and Michael Kitces
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Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

We’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of...

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Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp Alan Moore and Michael Kitces
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Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

We’re excited to welcome Daniel Kopp to the show today. Daniel is the owner and founder of...

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Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens Alan Moore and Michael Kitces
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Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down...

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Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis Alan Moore and Michael Kitces
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Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a...

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Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka Alan Moore and Michael Kitces
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Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

We’re excited to welcome Vinicius “V” Hiratuka, founder of Elevated Retirement...

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Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore Alan Moore and Michael Kitces
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Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN...

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Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers Alan Moore and Michael Kitces
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Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a...

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Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett Alan Moore and Michael Kitces
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Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

We’re honored to welcome Vince Hockett, XYPN’s Chief Revenue Officer, to the show...

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Ep #307: Investment Storytelling: An Interview with Kelly Klingaman Alan Moore and Michael Kitces
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Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional...

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Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George Alan Moore and Michael Kitces
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Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and...

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Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng Alan Moore and Michael Kitces
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Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

Today, we have the privilege of talking to Terria Heng and Shelby Brown, two of XYPN’s...

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Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale Alan Moore and Michael Kitces
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Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA...

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Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas Alan Moore and Michael Kitces
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Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital...

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