January 31, 2018
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley
From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …
January 24, 2018
Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specif …
January 10, 2018
Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte
The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs an …
January 03, 2018
Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews
Today we have two guests on the show to talk about how they made their rarely practiced firm-within-a-firm service model a success. Andy Brincefield and James Matthews, CEO of Consolidated Planning and Managing Director of Consolidated Planning’s wholly owned subsidiary Blueprint, res …
December 27, 2017
Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole
Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and ins …
December 20, 2017
Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet
The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that ethnic minorities and females have when trying to break into and become established in the field. Listen in …
December 13, 2017
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that and more. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to …
December 06, 2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …
