by XYPN
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
Email Addresses
1 available
Phone Numbers
0 available
April 9, 2025
<div data-test-render-count="1"> <div> <div class="group relative -tracking-[0.015em] pb-8" data-is-streaming="false"> <div class= "font-claude-message relative leading-[1.65rem] [&_pre>div]:bg-bg-300 [&_.ignore-pre-bg>div]:bg-transparent [&>div>div>:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&>div>div>:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> <div tabindex="0"> <div class="grid-cols-1 grid gap-2.5 [&_>_*]:min-w-0"> <p class="whitespace-pre-wrap break-words">In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growing with a company, the importance of sabbaticals, and her next chapter developing services for people without children at Child-Free Legacy. This bittersweet conversation offers valuable insights for advisors on team building, organizational growth, and embracing professional transitions with grace.</p> </div> </div> </div> </div> </div> </div>
March 26, 2025
<p>Going independent doesn’t mean doing it alone. In this episode, Brian Muller, founder of Momentous Wealth Advisors, shares his journey through the RIA transition and how XYPN Sapphire helped him navigate compliance, operations, and client transfers—without sacrificing his brand or autonomy. He opens up about building a lifestyle practice, overcoming challenges, and finding the right support to create the business (and life) he wanted.</p>
March 12, 2025
<p>On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. </p> <p>During our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and delighting clients, and days 60+ dedicated to "shocking and awing" clients. She shares practical examples from her own practice, including providing termination scripts for previous advisors, sending personalized thank-you notes, and conducting formal onboarding meetings.</p> <div class= "mt-6 mt-md-0 col-lg-8 col-md-6 col-12 order-md-1 order-2"> <div class= "view-episode__description pt-1 mb-8 overflow-hidden fs-lg"> <p>You can find show notes and more information by visiting this link: <a class="c-link" href= "https://www.xyplanningnetwork.com/405" target="_blank" rel= "noopener" data-stringify-link= "https://www.xyplanningnetwork.com/395" data-sk="tooltip_parent" aria-describedby= "sk-tooltip-332">https://www.xyplanningnetwork.com/405</a></p> </div> </div> <div class="col-lg-4 col-md-6 col-12 order-md-2 order-1"> </div>
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