XYPN Radio

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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.

Recent Episodes
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Recent Reviews
  • Codinho
    XY has forgotten what it is
    When Alan started the podcast years ago the overall energy was entrepreneurial, innovative and positive. It portrayed tons of great stories and tips from advisors who were blazing the trails in the RIA space. Over the last year or so, XYPN and it’s radio show have pivoted from being a company and community of FA entrepreneurs focusing on business to a vehicle for social justice. There is nothing wrong with fighting for social justice but abandoning the business focus has taken XY from a unicorn in the RIA space to just another political organization. From what I can tell this is being pushed mainly by Alan, Maddie and maybe a few others and not by the majority of XY employees. I wish XY remained a place of information and not activism.
  • sk9270az
    The audio is Horrible!
    You need to figure out why your audio is so bad and hard to understand.
  • Prof ChiChi
    Crappy audio
    The podcast is great overall. Just very crappy audio.
  • GFnotbychoice
    This show lacks focus
    Many of the guests drone on and on about their work and life history. Some guests are trying to market to financial planners and they tend to do a long winded sales pitch about their product or service. I wish Alan would ask questions to unearth why and how the advisor succeeded or failed at various aspects of their business. If a coach is a guest then the coach needs to share some of their strategies instead of just saying how great they are.
  • BrentCarnduff
    Great Information for all Advisors!
    This podcast is not only for millennials, or those working with millennials - great information for all RIA's wanting to grow their business! Alan Moore does a great job hosting the show. His questions and insights are spot on! Highly recommend it!
  • N8ivmainah
    Stop focusing on race
    Too much of that here.
  • BradJohnson25
    Great show for financial advisors!
    Alan and Michael have been trendsetters in financial services and built up an incredible group with their XY Planning Network. Must listen podcast if you are in financial services! - Brad Johnson host of The Elite Advisor Blueprint Podcast
  • Brooke Craven
    Awesome Podcast
    Alan and Michael, hosts of XYPN Radio, highlight all aspects of financial planning and investing in this can't miss podcast. The hosts and their expert guests offer insightful advice that is helpful to anyone that listens!
  • Soaking It Up Like A Sponge
    Just Freakin' Awesome!
    If you're in the financial planning industry- this podcast is a must!
  • MirthMurph
    Must hear
    Check out the mailbags. Also the topic specific ones
  • SGUSU
    Great
    Great podcast!
  • Erik Olson, CFP®
    A wealth of ideas and resources even for seasoned planners
    I'm really enjoying this podcast series. Three that enriched me in the last few days were Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm, Ep #30: SEO for Financial Advisors with Brent Carnduff, and Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN’s Director of Marketing Kali Hawlk. I expect this list will grow as I press into more of the past episodes, and as Alan and Michael release more. Well done, men!
  • Guy who hates this app!
    Priceless Info
    Can't rave enough about how much I love this podcast! Thanks Alan for doing this! Keep it up!
  • Blitzthis
    Such a find!
    I love this podcast! Such great content...this would have saved me months if not years of aggravation starting my RIA firm 6 years ago. Really smart stuff with occasionally unfiltered language.
  • dhchange
    So much good content!
    I’m just getting started in this industry and this podcast is rocking my world. Love hearing from successful people who are paving the way. Great job Alan and Michael!
  • Hammy be
    Great podcast
    I love it!
  • KBA2015
    Yes, please.
    Ok, don't tell my 'non-financial planner' friends that I look forward to every Wednesdays for this podcast... but it's true! This podcast feels like checking in with friends about what's on the up-and-up in the realm of those who's calling is to help pre-Baby Boomer Americans breathe a little easier around money decisions. I'm not a planner, but if I were, I'd want to be a part of what XYPN is doing because they bring it. They are not afraid to push the envelope in the field of financial services, and should keep that inclination alive. The production is quality and reliable and the guests and topics keep me coming back. Thanks for putting this together Alan and Michael!
  • SophiaBera
    Perfect Podcast for Forward Thinking Financial Planners!
    This podcast is so much fun to listen to because you get to hear about other financial planners career paths in addition to Alan & Michael’s perspective on how the profession is changing. It’s truly a new breed of tech-savvy, forward thinking, young planners that are forging the way and moving this dinosaur of an industry forward. I was honored to be featured in Episode 3 and love being part of this movement! (I’ve been bugging Alan for awhile to start a podcast so it’s exciting to see it take off!)
  • mbsww
    Must listen for NexGen Financial Planners!
    It took me years to do the research and get the information I needed and wanted in order to launch my own firm. Moore and Kitces have put together an excellent line up of financial planners and experts who are willing and able to share first hand experience and tips on how to effectively run a practice that works with Gen X & Gen Y AND they make it fun to listen to! Definitely recommend this podcast to those wanting to shake things up in their career or practice. Wish it was around a few years earlier for my sake. :)
  • MattMcWilliams
    GREAT JOB!
    WOW…XYPN Radio Podcast is flat out awesome. Good production quality. Easy to listen. Very impressed Alan & Michael. Keep bringing it.
  • Garrett Philbin
    Great resource for forward thinking financial planners
    Only three episodes in but there’s been such great information so far, highly recommend it. The show’s geared towards Fee-Only financial planners with a Gen Y/Millennial focus, and does a great job of highlighting new ideas and practices (location independence, multiple revenue streams) and explaining how to incorporate them into your existing or potential business. Awesome job, keep up the great work!
  • SteveStewartMe
    So much personality in a financial podcast
    Host Alan Moore is doing it right! He has a great presence on the mic and asks the right questions. I wouldn’t expect this from an interview show but have enjoyed each guest interview so far. I’m also looking forward to more Michael Kitces (pronounced “kit-sis”)
  • DanielWrenne
    Great Podcast!
    I am loving these podcasts. Every financial advisor or planner would benefit listing to these. Nice work guys!
  • Ben @ Authority Engine
    THE podcast for up & coming financial planners!
    I’m thrilled to play a small role in bringing the show to the world and have been blown away by Alan and Michael’s expertise. Can’t wait for people to get their hands on this show and let it take them to success!
  • BabyShower Registry Time
    Powerful Movement
    XYPN Radio, host Alan Moore and all the guests are top-notch! Almost all the topics covered are thoughts extracted from my mind. Crazy!! It’s an XY thing…
  • Jennifer N. Williams
    Launch Week
    I listened to the first 4 episodes and they are excellent! Great advice for financial planners.
  • Phillip Christenson
    I have been waiting for something like this!
    This is a new podcast but so far it is excellent! It's brought to you by XY Planning Network, the brainchild of Michael Kitces and Alan Moore. It's geared towards Fee-Only financial advsiors and younger advisors but I think anyone in the financial industry or even entreprenuers in other fields can find value here. I look forward to more epsiodes!
  • AllenKozel
    a
    Great Podcast to launch with! Can’t wait to hear more.
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