XYPN Radio
By XY Planning Network
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Category: Investing
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Subscribers: 55
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Episodes: 385
Description
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show
| Episode | Date |
|---|---|
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Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
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May 01, 2024 |
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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
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Apr 17, 2024 |
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Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
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Apr 03, 2024 |
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Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
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Mar 20, 2024 |
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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
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Mar 06, 2024 |
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Ep #381: The Power of YouTube: Strategies for Building Your Clientele
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Feb 21, 2024 |
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Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
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Feb 07, 2024 |
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Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
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Jan 24, 2024 |
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Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
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Jan 10, 2024 |
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Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
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Dec 27, 2023 |
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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
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Dec 13, 2023 |
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Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
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Nov 29, 2023 |
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Ep #374: When Your Life Partner Makes for the Best Business Partner
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Nov 15, 2023 |
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Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
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Nov 01, 2023 |
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Ep #372: How To Find Success While Doing the Next Right Thing
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Oct 18, 2023 |
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Ep #371: How Life's Detours Can Support Your Dream Job
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Oct 04, 2023 |
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Ep #370: Mastering the RIA Transition from CIO to Successful Founder
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Sep 20, 2023 |
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Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
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Sep 06, 2023 |
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Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
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Aug 23, 2023 |
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Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
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Aug 09, 2023 |
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Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
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Jul 26, 2023 |
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Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
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Jul 12, 2023 |
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Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
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Jun 28, 2023 |
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Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno
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Jun 14, 2023 |
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Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
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May 31, 2023 |
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Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
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May 17, 2023 |
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Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
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May 03, 2023 |
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Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
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Apr 19, 2023 |
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Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
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Apr 05, 2023 |
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Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
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Mar 22, 2023 |
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Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
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Mar 08, 2023 |
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Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin
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Feb 22, 2023 |
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Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke
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Feb 08, 2023 |
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Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder
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Jan 25, 2023 |
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Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
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Jan 11, 2023 |
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Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
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Dec 28, 2022 |
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Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
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Dec 14, 2022 |
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Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
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Nov 30, 2022 |
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Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
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Nov 16, 2022 |
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Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
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Nov 02, 2022 |
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Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
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Oct 19, 2022 |
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Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
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Oct 05, 2022 |
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Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
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Sep 21, 2022 |
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Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller
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Sep 07, 2022 |
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Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns
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Aug 24, 2022 |
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Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®
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Aug 10, 2022 |
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Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®
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Jul 27, 2022 |
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Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes
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Jul 13, 2022 |
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Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®
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Jun 29, 2022 |
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Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark
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Jun 15, 2022 |
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Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
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Jun 01, 2022 |
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Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison
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May 18, 2022 |
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Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche
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May 04, 2022 |
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Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer
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Apr 20, 2022 |
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Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®
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Apr 06, 2022 |
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Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner
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Mar 23, 2022 |
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Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon
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Mar 09, 2022 |
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Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang
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Feb 23, 2022 |
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Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
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Feb 09, 2022 |
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Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend
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Jan 26, 2022 |
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Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
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Jan 12, 2022 |
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Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen
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Dec 29, 2021 |
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Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon
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Dec 15, 2021 |
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Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
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Dec 01, 2021 |
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Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®
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Nov 17, 2021 |
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Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
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Nov 03, 2021 |
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Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice
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Oct 20, 2021 |
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Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche
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Oct 06, 2021 |
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Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
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Sep 22, 2021 |
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Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
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Sep 08, 2021 |
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Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman
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Aug 25, 2021 |
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Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp
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Aug 11, 2021 |
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Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens
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Jul 28, 2021 |
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Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis
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Jul 14, 2021 |
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Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka
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Jun 30, 2021 |
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Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore
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Jun 16, 2021 |
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Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers
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Jun 02, 2021 |
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Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross
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May 26, 2021 |
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Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett
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May 19, 2021 |
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Ep #307: Investment Storytelling: An Interview with Kelly Klingaman
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May 12, 2021 |
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Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George
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May 05, 2021 |
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Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng
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Apr 28, 2021 |
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Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
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Apr 21, 2021 |
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Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas
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Apr 14, 2021 |
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Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson
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Apr 07, 2021 |
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Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae
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Mar 31, 2021 |
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Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho
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Mar 24, 2021 |
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Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks
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Mar 17, 2021 |
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Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel
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Mar 10, 2021 |
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Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes
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Mar 03, 2021 |
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Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn
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Feb 24, 2021 |
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Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman
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Feb 17, 2021 |
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Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
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Feb 10, 2021 |
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Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek
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Feb 03, 2021 |
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Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot
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Jan 27, 2021 |
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Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle
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Jan 20, 2021 |
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Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff
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Jan 13, 2021 |
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Ep #289: Navigating the Finance Industry: The Career of Lamar Watson
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Jan 06, 2021 |
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Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
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Dec 30, 2020 |
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Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor
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Dec 23, 2020 |
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Ep #286: Evolving as a Business Owner: An Update with Helen Ngo
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Dec 16, 2020 |
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Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy
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Dec 09, 2020 |
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Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
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Dec 02, 2020 |
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Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve
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Nov 25, 2020 |
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Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin
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Nov 18, 2020 |
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Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory
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Nov 11, 2020 |
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Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee
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Nov 04, 2020 |
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Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson
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Oct 28, 2020 |
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Ep #278: Motherhood and Firm Ownership: How To Master Both - Tips from Morgen Rochard
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Oct 21, 2020 |
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Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA
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Oct 14, 2020 |
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Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author
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Oct 07, 2020 |
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Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger
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Sep 30, 2020 |
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Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
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Sep 23, 2020 |
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Ep #273: Leveraging Video to Establish Credibility - An Interview with Candice Carlton
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Sep 16, 2020 |
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Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden
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Sep 09, 2020 |
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Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
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Sep 02, 2020 |
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Ep #270: Scaling Your Compliance Program
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Aug 26, 2020 |
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Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn
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Aug 19, 2020 |
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Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
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Aug 12, 2020 |
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Ep #267: Supporting BIPOC Advisors on the Path to the CFP
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Aug 05, 2020 |
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Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk
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Jul 29, 2020 |
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Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright
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Jul 22, 2020 |
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Ep #264: The Significance of the Reg BI Challenge with Michael Kitces
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Jul 15, 2020 |
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Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez
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Jul 08, 2020 |
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Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas
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Jul 01, 2020 |
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Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
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Jun 24, 2020 |
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Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes
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Jun 17, 2020 |
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Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan
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Jun 10, 2020 |
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Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee
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Jun 03, 2020 |
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Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell
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May 27, 2020 |
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Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team
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May 20, 2020 |
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Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies
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May 13, 2020 |
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Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde
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May 06, 2020 |
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Ep #253: How to Communicate Authentically with Clients During a Time of Crisis
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Apr 29, 2020 |
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Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
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Apr 22, 2020 |
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Ep #251: Making Advice Available in the Time of COVID-19
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Apr 15, 2020 |
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Ep #250: Transitioning into a Family Business - The Career of Scott Weiss
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Apr 08, 2020 |
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Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams
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Apr 01, 2020 |
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Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter
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Mar 25, 2020 |
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Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie
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Mar 18, 2020 |
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Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
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Mar 11, 2020 |
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Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan
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Mar 04, 2020 |
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Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group
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Feb 26, 2020 |
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Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey’s Financial Trex
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Feb 19, 2020 |
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Ep #242: Film Production to a Lifestyle Firm: The Career Change of Rob Brown
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Feb 12, 2020 |
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Ep #241: Erik Klumpp - From Stay-At-Home Dad To Owning Three Businesses
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Feb 05, 2020 |
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Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff
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Jan 29, 2020 |
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Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold
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Jan 22, 2020 |
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Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm
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Jan 15, 2020 |
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Ep #237: Personalize Your Sales Process with BB Webb
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Jan 08, 2020 |
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Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman
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Jan 01, 2020 |
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Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS
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Dec 25, 2019 |
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Ep #234: A Successful Succession Plan with David Shotwell
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Dec 18, 2019 |
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Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal
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Dec 11, 2019 |
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Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley
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Dec 04, 2019 |
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Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths
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Nov 27, 2019 |
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Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces
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Nov 20, 2019 |
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Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
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Nov 13, 2019 |
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Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
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Nov 06, 2019 |
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Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
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Oct 30, 2019 |
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Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen
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Oct 23, 2019 |
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Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
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Oct 16, 2019 |
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Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers Cristina Livadary & Stephanie Bucko
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Oct 09, 2019 |
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Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
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Oct 02, 2019 |
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Ep #222: Building Your Business with Intentionality featuring Eric Roberge
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Sep 25, 2019 |
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Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason
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Sep 18, 2019 |
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Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
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Sep 11, 2019 |
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Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush
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Sep 04, 2019 |
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Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn
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Aug 28, 2019 |
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Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - Ed Coambs
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Aug 21, 2019 |
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Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
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Aug 14, 2019 |
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Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle
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Aug 07, 2019 |
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Ep #214: A Three-Year Check-In with Shawn Tydlaska
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Jul 31, 2019 |
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Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill
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Jul 17, 2019 |
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Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters
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Jul 10, 2019 |
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Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe
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Jul 03, 2019 |
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Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
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Jun 26, 2019 |
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Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
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Jun 19, 2019 |
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Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt
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Jun 12, 2019 |
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Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner
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Jun 05, 2019 |
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Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger
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May 29, 2019 |
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Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich
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May 22, 2019 |
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Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine
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May 15, 2019 |
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Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein
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May 08, 2019 |
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Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck
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May 01, 2019 |
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Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold
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Apr 24, 2019 |
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Ep #200: Words of Wisdom for Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200
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Apr 17, 2019 |
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Ep #199: How a Love of Sailing has Propelled His Business - The Career of Jamie Rice
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Apr 10, 2019 |
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Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly
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Apr 03, 2019 |
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Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford
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Mar 27, 2019 |
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Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams
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Mar 20, 2019 |
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Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand
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Mar 13, 2019 |
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Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman
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Mar 06, 2019 |
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Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto
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Feb 27, 2019 |
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Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi
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Feb 20, 2019 |
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Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek
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Feb 13, 2019 |
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Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus
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Feb 06, 2019 |
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Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn
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Jan 30, 2019 |
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Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter
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Jan 23, 2019 |
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Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore
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Jan 16, 2019 |
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Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum
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Jan 09, 2019 |
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Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox
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Jan 02, 2019 |
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Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success
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Dec 26, 2018 |
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Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel
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Dec 19, 2018 |
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Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis
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Dec 12, 2018 |
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Ep #181: The Day to Day of a COO - The Career of XYPN's COO Raul Dominguez
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Dec 05, 2018 |
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Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
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Nov 28, 2018 |
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Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass
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Nov 21, 2018 |
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Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
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Nov 14, 2018 |
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Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
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Nov 07, 2018 |
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Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare
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Oct 31, 2018 |
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Ep #175: Financial Planning for Genentech Employees - The Career of David Barson
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Oct 24, 2018 |
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Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life
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Oct 17, 2018 |
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Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson
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Oct 10, 2018 |
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Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep
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Oct 03, 2018 |
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Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Connor
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Sep 26, 2018 |
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Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch
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Sep 19, 2018 |
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Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren
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Sep 12, 2018 |
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Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband
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Sep 05, 2018 |
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Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
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Aug 29, 2018 |
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Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor
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Aug 22, 2018 |
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Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson
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Aug 15, 2018 |
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Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish
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Aug 08, 2018 |
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Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore
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Aug 01, 2018 |
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Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil
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Jul 25, 2018 |
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Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman
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Jul 18, 2018 |
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Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich
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Jul 11, 2018 |
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Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success
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Jul 04, 2018 |
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Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale
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Jun 27, 2018 |
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Ep #157: From Massage Therapy to Financial Planning, How to Build a Business That Works For You - The Career of Debbie Gallant
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Jun 20, 2018 |
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Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole
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Jun 13, 2018 |
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Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons
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Jun 06, 2018 |
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Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider
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May 30, 2018 |
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Ep #153: The Merging of Two Practices with Gabe Anderson & Scott Bell
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May 23, 2018 |
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Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom
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May 16, 2018 |
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Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast
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May 09, 2018 |
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Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman
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May 02, 2018 |
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Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman
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Apr 25, 2018 |
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Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olsen & Julia Lorenz-Olsen
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Apr 18, 2018 |
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Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado
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Apr 11, 2018 |
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Ep 146: Buying a Firm from Their Father - The Careers of Taylor & Kailie
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Apr 04, 2018 |
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Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan
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Mar 28, 2018 |
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Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
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Mar 21, 2018 |
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Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More
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Mar 14, 2018 |
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Ep #142: Financial Planning for Expats - The Career of Ashley Murphy
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Mar 07, 2018 |
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Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann
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Feb 28, 2018 |
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Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae
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Feb 21, 2018 |
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Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing
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Feb 14, 2018 |
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Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker
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Feb 07, 2018 |
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Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley
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Jan 31, 2018 |
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Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
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Jan 24, 2018 |
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Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte
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Jan 10, 2018 |
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Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews
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Jan 03, 2018 |
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Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole
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Dec 27, 2017 |
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Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet
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Dec 20, 2017 |
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Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
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Dec 13, 2017 |
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Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
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Dec 06, 2017 |
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Ep #128: Integrating Faith and Finance - The Career of Ben Wacek
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Nov 29, 2017 |
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Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters
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Nov 22, 2017 |
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Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet
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Nov 15, 2017 |
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Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey
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Nov 08, 2017 |
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Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton
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Nov 01, 2017 |
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Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
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Oct 25, 2017 |
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Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell
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Oct 18, 2017 |
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Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina
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Oct 11, 2017 |
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Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
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Oct 04, 2017 |
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Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine
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Sep 27, 2017 |
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Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli
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Sep 20, 2017 |
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Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis
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Sep 13, 2017 |
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Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb
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Sep 06, 2017 |
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Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina
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Aug 30, 2017 |
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Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska
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Aug 23, 2017 |
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Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen
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Aug 16, 2017 |
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Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti
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Aug 09, 2017 |
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Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari
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Aug 02, 2017 |
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Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
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Jul 26, 2017 |
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Ep #109: When She Makes More - An Interview With Farnoosh Torabi
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Jul 19, 2017 |
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Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo
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Jul 12, 2017 |
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Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien
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Jul 05, 2017 |
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Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson
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Jun 28, 2017 |
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Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt
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Jun 21, 2017 |
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Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony
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Jun 14, 2017 |
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Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
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Jun 07, 2017 |
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Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX
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Jun 07, 2017 |
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Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
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May 24, 2017 |
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Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100
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May 17, 2017 |
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Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done
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May 10, 2017 |
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Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss
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May 03, 2017 |
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Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews
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Apr 26, 2017 |
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Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson
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Apr 19, 2017 |
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Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella
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Apr 12, 2017 |
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Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich
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Apr 05, 2017 |
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Ep #93: The Path from Commission to Hybrid to Fee-only - An Interview with Sean Kernan
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Mar 29, 2017 |
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Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez
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Mar 22, 2017 |
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Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management
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Mar 15, 2017 |
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Ep #90: The Myth of Fee Compression for Financial Advisors - Co-hosted by Alan and Michael
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Mar 08, 2017 |
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Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke
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Mar 01, 2017 |
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Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
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Feb 22, 2017 |
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Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
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Feb 15, 2017 |
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Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
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Feb 08, 2017 |
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Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
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Feb 01, 2017 |
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Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant
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Jan 25, 2017 |
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Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
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Jan 18, 2017 |
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Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
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Jan 11, 2017 |
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Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
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Jan 05, 2017 |
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Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
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Dec 28, 2016 |
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Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North
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Dec 21, 2016 |
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Ep #78: Compliance Mailbag with Jim Cullen
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Dec 14, 2016 |
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Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad
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Dec 07, 2016 |
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Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
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Nov 30, 2016 |
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Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen
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Nov 23, 2016 |
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Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia
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Nov 16, 2016 |
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Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap
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Nov 09, 2016 |
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Ep #72: Creating an Encore Career with Linden Cornett
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Nov 02, 2016 |
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Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero
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Oct 26, 2016 |
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Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne
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Oct 19, 2016 |
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Ep #69: Fail Fast and Pivot Quickly with John McCarthy
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Oct 12, 2016 |
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Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter
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Oct 05, 2016 |
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Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16
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Sep 28, 2016 |
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Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
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Sep 21, 2016 |
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Ep #65: Developing a Specialty Service Around College Planning
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Sep 14, 2016 |
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Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler
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Sep 07, 2016 |
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Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More
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Aug 31, 2016 |
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Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden
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Aug 24, 2016 |
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Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm
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Aug 17, 2016 |
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Ep #60: Financial Life Coaching with Garrett Philbin
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Aug 10, 2016 |
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Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model
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Aug 03, 2016 |
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Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA
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Jul 27, 2016 |
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Ep #57: How to Be an Entrepreneur in Financial Planning
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Jul 20, 2016 |
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Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More
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Jul 13, 2016 |
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Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations
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Jul 06, 2016 |
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Ep #54: Developing a Financial Literacy Program with Jennifer Harper
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Jun 29, 2016 |
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Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
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Jun 22, 2016 |
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Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months
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Jun 15, 2016 |
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Ep #51: Alan & Kitces Unhinged - Betterment, Mastermind Groups, and Technology
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Jun 08, 2016 |
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EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore
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Jun 01, 2016 |
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Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank
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May 25, 2016 |
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Ep #48: How to Advise on Student Loans in Financial Planning
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May 18, 2016 |
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Ep #47: Family and Financial Planning - The Career of Pam Horack
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May 11, 2016 |
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Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
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May 04, 2016 |
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Ep #45: Brunching the Way to Success – The Career of Pam Capalad
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Apr 27, 2016 |
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Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces
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Apr 20, 2016 |
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Ep #43: Data Security in Financial Planning with Blane Warrene
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Apr 13, 2016 |
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Ep #42: Alan & Kitces Unhinged - Mailbag Episode
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Apr 06, 2016 |
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Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
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Mar 30, 2016 |
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Ep #40: Embracing Impostor Syndrome with Carl Richards
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Mar 23, 2016 |
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Ep #39: Writing Books to Supercharge Your RIA Marketing
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Mar 16, 2016 |
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Ep #38: Residency Programs in Financial Planning
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Mar 09, 2016 |
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Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
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Mar 02, 2016 |
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Ep #36: Serve NextGen Clients Inside Your Existing Firm
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Feb 24, 2016 |
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Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
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Feb 17, 2016 |
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Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
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Jan 27, 2016 |
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Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
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Jan 25, 2016 |
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Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
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Jan 20, 2016 |
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Ep #31: How To Deal With Failure In Your First Year of Business
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Jan 13, 2016 |
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Ep #30: SEO for Financial Advisors with Brent Carnduff
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Jan 06, 2016 |
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Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge
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Dec 30, 2015 |
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Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
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Dec 28, 2015 |
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Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN’s Director of Marketing Kali Hawlk
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Dec 23, 2015 |
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Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success
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Dec 16, 2015 |
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Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm
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Dec 09, 2015 |
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Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
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Dec 02, 2015 |
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Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
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Nov 25, 2015 |
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Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
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Nov 23, 2015 |
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Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success
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Nov 18, 2015 |
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Ep #20: Net Worth & Income Based Retainers & More from The Planning Center
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Nov 11, 2015 |
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Ep #19: The Career of Katie Brewer – Using Speaking Gigs to Get Prospective Clients (and Income!)
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Nov 04, 2015 |
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Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM
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Oct 28, 2015 |
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Ep #17: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
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Oct 26, 2015 |
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Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin
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Oct 21, 2015 |
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Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
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Oct 14, 2015 |
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Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
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Oct 07, 2015 |
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Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
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Sep 30, 2015 |
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Ep #12: BONUS EPISODE - Alan & Kitces Unhinged (Mailbag style!)
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Sep 28, 2015 |
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Ep #11: Crisis of Differentiation and the Niche Imperative
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Sep 23, 2015 |
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Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old
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Sep 16, 2015 |
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Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
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Sep 09, 2015 |
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Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
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Sep 02, 2015 |
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Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
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Aug 28, 2015 |
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Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
|
Aug 27, 2015 |
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Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer
|
Aug 26, 2015 |
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Ep #4: Blogging Your Way To The Top with Jeff Rose
|
Aug 25, 2015 |
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Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
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Aug 24, 2015 |
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Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
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Aug 24, 2015 |
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Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
|
Aug 18, 2015 |