Eric has found some truly incredible ways of integrating the traditional financial planners' face-to-face methodology with today’s technology. He's had a career that many financial planners could only dream of, and today, he shares how you too can bring the same level of success into your practice.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/29
On this episode, we cover your questions about robo-advisors and how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving. While we break our record for answering the least amount of questions in an episode, this is one episode you can’t afford to miss.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/28
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/27
Jude is gifted at being incredibly authentic and has an inspiring story of what you can go through and still become a success. We discuss how he transitioned from being an employee to founding his firm, as well as the personal setbacks he experienced that shaped his journey to success.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/26
Turn up and the volume and listen in as Jim and I chat about his career path and how to get into the compliance market before diving into tips and tools for RIA compliance that all advisors need to know about.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/25
This week we aren’t talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24
Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don’t understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/23
Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/22
This week, I am excited to welcome Justin Rush, the founder for JGR Financial Solutions, to #XYPNRadio.
I knew this interview would be great because Justin has such an awesome story, but it was even better than I had expected because there were a lot of things about Justin’s career that I honestly wasn’t aware of.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/21
If you're interested in variations of the retainer model, how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the industry, you won't want to miss this insightful interview!
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/20
Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie’s story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/19
This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. I’ve actually been following Brittney ever since I first started my firm back in 2012. I only had social media interactions with her until I finally caught up with her at FinCon, down in Charlotte, where she was speaking on how to build courses to leverage your brand and increase the number of clients that you can help.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/18
Today, we get to 5 different questions from our XYPN VIP community. Starting with niche marketing to a psychographic instead of a demographic focus, we move on to how your relationships can affect your entrepreneurial plans, and end with how to calculate fees and complexities. If any of these questions are an area of interest for you, or if you have questions yourself surrounding these topics, you don’t want to miss out on this episode!
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/17
Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/16
Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/15
Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Daniel has built his firm over the last ten months working primarily with physicians and business owners that are striving to save for the future.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/14
This week we are back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I know in financial planning. Matt has built his entire brand and firm around Mom and Dad Money, focused primarily on the very obvious target market - new parents.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/13
Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, if this is an area of interest for you, and if you have questions surrounding these topics, then you are going to want to listen in. Michael and I dive into your questions and help you get the answers you need to grow your firm.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/12
If you are one of those financial planners that believe having a niche doesn’t matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that belief and, with our predictions for the world of financial planning, actually start looking at your business. Michael and I share our sometimes-conflicting views on why having a niche is so important and how to set up your business to cater to a niche that will make you THE adviser to work with.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/11
Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey of starting out as a receptionist in a financial planning firm in college and less than ten years later founding her firm, before she turned 30.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/10
This week on XYPN Radio, I am honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder and CEO of New Planner Recruiting, the leading recruiting firm for financial planners nationwide. They find and interview candidates in college programs, as well as those who are changing careers and are breaking into financial planning and pair them with financial planning firms that are hiring.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/9
Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current state of financial planning, what’s new, what’s coming, and where the money is flowing from. We also address the topic of RoboAdvisors and (as you'll find out) how he is actually partially responsible for the proliferation of the word, RoboAdvisor.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/8
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing partner of Bluestem Financial Advisors, LLC. His story embodies one that many of us have always aspired to be a part of.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/7
Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they’ve always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he finally built a business to support his incredible life.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/6
Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. You won’t want to miss this inside look at how LLIS is set-up and how they work with advisors to ensure their clients get the best service possible.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/5