Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/58
Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups.
This week, Stephen shares his thoughts on the newest trends currently developing in the industry and poised to make a big impact. He also provides advice on how fellow advisors can best prepare for them.
Stephen also details his career path, including how he started his own financial consulting business in college and what he did to make sure that the business became successful.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/57
This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also share tips on how to jump start your career and make progress in your work.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/56
On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the decisions and mistakes he made along the way, what he learned, and his recommendations for advisors looking to make the transition into a virtual business.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/55