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

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

On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/403

In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/402

XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative topics: mindfulness, freedom, and how to change our civilization—yes, we’re going big and bold today.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/401

What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? 

Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400

In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397

In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396