HeyJaredBehind 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.
- Indexed episodes, last 90 days
- 1
- Latest publication
- Jul 15, 2026
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- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Ep #419: Navigating Success: From Startup to Thriving Enterprise (opens the original)
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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.
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