This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
Tune in for Jennifer's insights, advice, and thoughts on her career path, starting her own RIA, and managing an organization dedicated to making financial knowledge accessible to everyone.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/54
Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of her fee structure and why she uses the model she chose. We also cover the enormous benefits inherent in running a virtual practice.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/53
Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business.
If you're considering making the leap to starting your own firm but you are uncertain of how to balance digital marketing with more familiar strategies, tune in: Chris has some incredibly valuable in-person networking tips that you can start using today to go from struggling to bring in clients to having the clients come to you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/52
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
We look at tools that promise to simplify your life and determine whether or not they actually live up to that promise, and dive into the exact tasks computers should be in charge of doing and which tasks you should keep on your own to-do list.
You can find show notes and other information by clicking here: http://www.xyplanningnetwork.com/51
Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Planning Network. He discusses getting his college education in financial planning, starting XYPN, and everything in between.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/50