XYPN
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1:00:03
Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way
XYPN
28 views • 6 days ago
1:07:58
XYPN From “NextGen” to the “NextTen:” A Growth Story | XYPN Radio feat. Alan Moore & Michael Kitces
XYPN
75 views • 12 days ago
58:55
AMA with Alan Moore, XYPN CEO and Co-Founder
XYPN
62 views • 3 weeks ago
1:00:00
How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years
XYPN
95 views • 3 weeks ago
1:01:17
The Future of Financial Planning with Alan Moore and Bob Veres
XYPN
120 views • 3 weeks ago
57:54
Grow Your Firm Faster by Leveraging Your Former Career | XYPN Radio feat. Mike Zung
XYPN
89 views • 1 month ago
1:00:19
Unlocking Potential: Amplified Planning’s Externship Program
XYPN
53 views • 1 month ago
59:04
Creating a First-Year Budget New RIA Owners Can Stick To
XYPN
106 views • 1 month ago
54:08
XYPN Radio: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee only Firm
XYPN
65 views • 1 month ago
45:33
XYPN Radio ft Patrick King The Power of YouTube: Strategies for Building Your Clientele
XYPN
126 views • 2 months ago
59:15
The Great Cash-flow vs. Goal-based Financial Planning Debate
XYPN
117 views • 2 months ago
59:32
Podcasting 101 for RIA Owners: Why & How You Can Leverage This Powerful Tool
XYPN
34 views • 2 months ago
55:10
XYPN Radio ft. Tara Tussing Unverzagt: Cultivating Empathy in Finance
XYPN
59 views • 2 months ago
51:25
XYPN Radio: Niche Mastery: How to authentically target your audience with Lindsey Young
XYPN
81 views • 3 months ago
58:03
Unlocking Supercharged Growth for Financial Advisors With AI
XYPN
73 views • 3 months ago
46:29
Delivering Tax-Smart Strategies Using New Roth Conversion Techniques in eMoney
XYPN
135 views • 3 months ago
57:32
30 Sales Tips for RIA Owners in 30(ish) Minutes
XYPN
93 views • 3 months ago
51:02
XYPN Radio ft Briana Franklin - Building Prosp(a)rity & Bridging the Wealth Divide
XYPN
43 views • 3 months ago
53:31
XYPN Radio ft. Matthew Miner - Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
XYPN
81 views • 4 months ago
57:18
How to Turn Your Year-end RIA Review into Next Year's Goals
XYPN
84 views • 4 months ago
52:58
XYPN Radio ft. Maggie Klokkenga - How One Ria Owner Is Crafting A New Narrative In Finance
XYPN
83 views • 4 months ago
47:38
XYPN Radio ft. Nycole Freer - Building Eden: Exploring The Heart Of Year One In A New RIA
XYPN
105 views • 5 months ago
59:57
Mastering Your Compliance Program as an RIA Owner
XYPN
127 views • 5 months ago
54:19
XYPN Radio ft. Tim and Alexis Woodward - When Your Life Partner Makes for the Best Business Partner
XYPN
61 views • 5 months ago
1:00:04
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
XYPN
250 views • 5 months ago
1:00:41
Surviving Your First Year as an RIA Owner
XYPN
89 views • 6 months ago
54:07
XYPN Radio ft. Michael Kelly - How to find success while doing the next right thing.
XYPN
33 views • 6 months ago
1:01:16
Are You Sure? Having the Conversation with your Partner About Making the Leap to Entrepreneurship
XYPN
19 views • 6 months ago
58:42
How to be Your Own Chief Investment Officer for Your Fee Only Firm
XYPN
14 views • 6 months ago
1:00:01
How to Intentionally Build & Foster a Positive Company Culture
XYPN
4 views • 6 months ago
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