Behind The Advisor

Author: 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 youre starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firmon your terms.
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Language: en

Genres: Business, Careers, Entrepreneurship

Contact email: Get it

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Ep #413: XYPN’s 2025 Benchmarking Study Highlights LIVE
Wednesday, 8 October, 2025

Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn’t) when growing a fee-only firm.