We know our mailbag is overflowing, so we're back with another Alan & Kitces Unhinged episode to answer as many of your questions as possible!
We've also received questions about how to talk to clients about transitioning from an AUM only model to a retainer + AUM model. Often it seems trickier than it is, and we've got some guidance on how to make it easy. And we'll talk about the relevance of performance reviews, and whether or not you should be providing them to your clients - especially the younger ones.
This episode is chock-full of answers to your questions from the XYPN Radio VIP Community. Don't miss out, and join today so you can hear your question answered next round!
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/110
Farnoosh Torabi is one of our keynote speakers at #XYPN17 this year, and on this episode she gives a little sneak preview of what she'll be talking about.
Farnoosh kicks things off by telling us how she became one of the country's most popular financial experts. After studying finance in college, she decided she wanted to marry her expertise with money to her fascination with journalism so she could spread her knowledge to people of all walks of life.
We also talk about why and how she wrote her first book, You're So Money, and how she capitalized on its success to build her media career. Then she shares a little about what she'll dive into at #XYPN17 - the challenges of planning for couples when a woman in a partnership is the primary breadwinner.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/109
Helen Ngo is here today to share her experience working her way into the financial planning world and starting her own successful business by the age of twenty-six. There’s a whole lot to take away and apply to your own business plan, whether you want to start a business or you're already in the process.
Starting out in a male-dominated field definitely didn’t make Helen shy away from business; it actually gave given her the motivation to quit an aging practice and start her own unique, passion driven firm. She talks about everything from getting her CFP certification to the beginnings of her business. She started out by getting clients through knocking on doors, and now she is starting to face scaling issues that demand she re-work her pricing and marketing.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/108
Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financial services professional.
To build a modern practice, she's drawn on her background in information technology. This technical expertise has allowed her to serve clients and move fast toward establishing her own firm.
In this interview, we discuss breaking into a new market, executing a career change, and capitalizing on a diverse background and network for success. Nannette also had to move her firm from Chicago to San Diego to accommodate her husband’s career, and she shares what that experience was like.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/107