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