Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you never stop learning in this industry. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/podcast-blog/ep-234-a-successful-succession-plan-an-interview-with-david-shotwell"> https://www.xyplanningnetwork.com/234</a>

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

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.