# Behind The Advisor 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. Page: Feed: --- ## [Ep #419: Navigating Success: From Startup to Thriving Enterprise](https://www.xyplanningnetwork.com/419) _2026-07-15_ What does it take to grow a startup into a thriving company? Roger Pine, CEO and co-founder of Holistiplan, shares lessons from scaling a two-person startup into a 100-person fintech, embracing AI, evolving as a leader, and staying true to your vision along the way. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-419.mp3?dest-id=283050) ## [Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors](https://www.xyplanningnetwork.com/418) _2026-07-01_ What if one of the best ways to grow your business is simply to let people hear your voice? Alan Moore sits down with PodBox CEO and Modern Financial Advisor host Mike Langford to explore how podcasting helps advisors build trust, clarify their message, and create content that continues working long after it's published. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-418.mp3?dest-id=283050) ## [Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like](https://www.xyplanningnetwork.com/417) _2026-06-17_ Scott Frank, founder of Stone Steps Financial, returns to Behind the Advisor nearly a decade after his first XYPN appearance to reflect on the evolution of his firm, niche, and role as a business owner. He shares how Stone Steps has grown from a solo launch into a five-person firm serving tech and biotech professionals, retirees, and families with complex planning needs. Scott also discusses how… [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-417.mp3?dest-id=283050) ## [Ep #416: Beyond the Balance Sheet: Advising Families Across Generations](https://www.xyplanningnetwork.com/416) _2026-06-03_ \*\]:pointer-events-auto R6Vx5W\_threadScrollVars scroll-mb-\[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))\] scroll-mt-\[calc(var(--header-height)+min(200px,max(70px,20svh)))\]" dir="auto" data-turn-id= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-turn-id-container= "request-6a021982-5e60-8329-b94f-1cacd8d107ec-0" data-testid= "conversation-turn-4"… [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-415.mp3?dest-id=283050) ## [Ep #415: Balanced PM Preview: Breaking Down Stagflation](https://www.xyplanningnetwork.com/415) _2026-05-20_ Today's episode of Behind The Advisor is a little different because we're giving you a preview of something brand new from XYPN. Balanced PM is a new podcast hosted by XYPN Portfolio Analyst Joe Dunn, CFA, and XYPN Director of Investments Andrew Almeida, CFA, CFP®, focused on the principles behind portfolio construction and long-term investment thinking. In this special preview episode, Joe and… [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/episode-1-alan-intro-outro.mp3?dest-id=283050) ## [Ep #414: From Set to CFP®: Reinventing Your Career From Scratch](https://www.xyplanningnetwork.com/podcast-blog/from-set-to-cfp-reinventing-your-career-from-scratch) _2026-05-06_ Greg Vojtanek went from acting and side gigs to founding Fade In Financial: a firm built for entertainment creatives who live with unpredictable income. He launched without clients or a safety net, and by month 15 he'd stopped pulling from savings. In this episode, Greg talks about making the leap, finding your niche, and why lived experience might be your biggest asset. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-414.mp3?dest-id=283050) ## [Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE](https://www.xyplanningnetwork.com/412) _2025-10-08_ 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. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-413-2.mp3?dest-id=283050) ## [Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs](https://www.xyplanningnetwork.com/412) _2025-09-10_ In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-412-balanced.mp3?dest-id=283050) ## [Ep #411: Growing Through Change: Building a Balanced Financial Practice](https://www.xyplanningnetwork.com/411) _2025-08-27_ In this episode of Behind the Advisor , Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees,… [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-411.mp3?dest-id=283050) ## [AI publishing with human taste (Sponsored)](https://crawlproof.com/a/EjCiYV1krKSh) _2025-08-27 · **Sponsored**_ Convert AI research into blogs, podcasts, and newsletters with optional human review. ## [Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships](https://www.xyplanningnetwork.com/410) _2025-08-13_ In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition. [Listen](https://traffic.libsyn.com/secure/xyplanningnetwork/Episode-410.mp3?dest-id=283050)