<p>This week on #XYPNRadio, I’m excited to bring you an interview with Wealthbox CRM’s co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don’t get to talk to the lead developer, but today you will.</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/34" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/34</a></p>

Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood

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.