Behind The Advisor

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XYPN
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Entrepreneurship Business Careers
Audience & Performance Metrics
2.1K - 3.6K listeners Neutral 4.6 rating 142 reviews 406 episodes USA
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30s Ad: $82 - $99 60s Ad: $97 - $114 CPM Category: Business
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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.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 4 episodes on Behind The Advisor.

Hosts

Alan Moore Michael Kitces

Previous Guests

Maddy Roche
Maddy Roche is the first employee of the XY Planning Network (XYPN) and has served as a longtime podcast host. Over nearly 11 years with the company, she has transitioned from her role as the 'Director of Getting Sh!t Done' to becoming an executive business coach. Maddy is known for her insights on team building and organizational growth, and she is currently developing services for individuals without children through her initiative, Child-Free Legacy.
Brian Muller
Brian Muller is the founder of Momentous Wealth Advisors, a financial advisory firm that focuses on helping clients achieve their financial goals through personalized planning and investment strategies. With a background in financial services, Brian has navigated the complexities of transitioning to an independent Registered Investment Advisor (RIA) and has leveraged tools like XYPN Sapphire to streamline operations and compliance. His experience includes building a lifestyle practice that emphasizes work-life balance and client-centric service.
Libby Greiwe
Libby Greiwe is the founder of The Efficient Advisor, a firm dedicated to helping financial advisors streamline their client onboarding processes. With a focus on automation and exceptional client experiences, Libby has developed a three-phase onboarding approach that emphasizes professionalism and client delight. She is known for her practical insights and has shared her expertise through various platforms, helping advisors enhance their practices and better serve their clients.

Topics Discussed

XYPN financial planning Maddy Roche team building organizational growth professional transitions Child-Free Legacy independent RIA transition XYPN Sapphire compliance operations client transfers lifestyle practice challenges support client onboarding automation professionalism client experience
Episodes

Here's the recent few episodes on Behind The Advisor.

0:00 49:49

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

Hosts
Alan Moore
Guests
Maddy Roche
Keywords
XYPN financial planning Maddy Roche team building organizational growth professional transitions Child-Free Legacy

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.

0:00 34:43

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

Hosts
Alan Moore Michael Kitces
Guests
Brian Muller
Keywords
independent RIA transition XYPN Sapphire compliance operations client transfers lifestyle practice challenges support

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.

0:00 38:00

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

Hosts
Alan Moore
Guests
Libby Greiwe
Keywords
client onboarding automation professionalism client experience financial planning

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. 

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.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/405

 
0:00 49:28

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

XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals.

In this episode, Rob dives into his process for guiding advisors to define both their business and life purposes. He shares strategies for overcoming burnout, the risks of operating without a clear purpose, and how to identify and break bad habits. Rob also discusses time audits and why hiring isn’t always the solution advisors think it is.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/404

Ratings
Global:
4.6 rating 142 reviews
USA
4.6 ratings 134 reviews
Canada
4.7 ratings 3 reviews
UK
2.5 ratings 2 reviews
Australia
5.0 ratings 2 reviews
Ireland
5.0 ratings 1 reviews
New Zealand
0.0 ratings 0 reviews
Singapore
0.0 ratings 0 reviews
South Africa
0.0 ratings 0 reviews