Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and three young children, but what makes Ben’s business stand out the most is that he has incorporated his faith into it.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/128
XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/127
It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, Bill’s business has grown to 3 employees and advises 58 clients. It’s obvious that he’s doing something (or many things) right.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/126
Michael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/125
Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also shares the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost every area of the financial planning industry has given her some great insight that we can all learn from.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/124