Hosted by XYPN
Listed under Business › Entrepreneurship, Business › Careers
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.
418 episodes · publishes fortnightly · latest 2026-07-15 · ~52 min/episode
Rank
#263
Substance
71.4
/ 100
Breakdown
Scored 2026-08
Updated monthly
General rank
#32 of 105
Across the index
#263 of 1104
Substance
Top 24%
outscores 76% of the index
Behind The Advisor ranks #263 on The B2B Podcast Index with a substance score of 71.4 out of 100, scored across 5 recent episodes. It scores highest on guest caliber and specificity & evidence. Roger is a genuinely relevant guest: a founder who built Holistaplan from two people to 100, operates in the B2B software/fintech space, and has direct experience with the evolution from product-centric to CEO role. He's earned his platform through building something material in the advisor space. However, he's not at the scale of Stripe, Figma, or other transformational SaaS founders, limiting the ceiling. His experience is solid and specific to the audience, but not exceptional.
Averaged across 5 recently scored episodes, with cited evidence.
The episode contains some useful observations about founder evolution, leverage, and vision-setting, but much of it retreads familiar startup tropes (hiring good people, staying true to vision, managing energy). The discussion of AI's impact on code scarcity and what becomes valuable when code is abundant is genuinely interesting, but it's underdeveloped and speculative. Too much time spent on personal anecdotes and nostalgic reflection rather than dense, novel operational insights.
“when code is no longer scarce, what does the world look like when that's true”
“my job is to curate the ideas as they come in”
Roger relies heavily on familiar frameworks (High Output Management, leverage, founder journey) and well-worn startup narratives (two-person garage to scale, the nostalgia trap, vision alignment). His framing of code scarcity and how AI changes that is somewhat fresh, but the conversation lacks contrarian takes or first-principles thinking. Both hosts repeatedly acknowledge they're 'making it up as we go,' which reads more as comfort with improvisation than original insight.
“there's a trap you can fall into with startup life, which is a lot of nostalgia for the early days”
“when you start it's just like, wouldn't it be amazing if somebody bought this product?”
Roger is a genuinely relevant guest: a founder who built Holistaplan from two people to 100, operates in the B2B software/fintech space, and has direct experience with the evolution from product-centric to CEO role. He's earned his platform through building something material in the advisor space. However, he's not at the scale of Stripe, Figma, or other transformational SaaS founders, limiting the ceiling. His experience is solid and specific to the audience, but not exceptional.
“CEO and co founder of Holistaplan”
“I was an advisor...for 10 years”
The episode lacks concrete numbers, timelines, and specific metrics. Roger mentions being at Infosys with 70,000 people, having 100 employees now, starting with 2 people in 2019, but provides almost no revenue figures, customer counts, churn rates, growth rates, or other quantifiable business metrics. Discussion of AI efficiency gains ('50x more efficient') is stated without examples or measurement. Specific tactical details about product prioritization or engineering decisions are absent.
“we have like a hundred people now”
“Two people. It was me and co founder Kevin Loure”
The host asks reasonable setup questions and creates space for reflection, but rarely pushes back or challenge claims. When Roger gives vague answers (e.g., 'living data' as strategy), the host acknowledges it but doesn't probe deeper. The conversation meanders through personal philosophy rather than drilling into specifics. There's collegial rapport but limited genuine tension or follow-up that would extract more operational clarity. The host acknowledges Roger's vagueness but doesn't weaponize it productively.
“Maybe I should have been a financial advisor, because I can always kind of turn a question into another question”
“that's a vague answer for me I apologize, Alan”
3 periods tracked.
5 scored on substance · 62 tracked in total.
Ep #419: Navigating Success: From Startup to Thriving Enterprise
2026-07-15 · 43 min
Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors
2026-07-01 · 42 min
Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like
2026-06-17 · 44 min
Ep #416: Beyond the Balance Sheet: Advising Families Across Generations
2026-06-03 · 41 min
Ep #415: Balanced PM Preview: Breaking Down Stagflation
2026-05-20 · 1h 5m
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