August 30, 2017
Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina
Anna Sergunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop MainStreet Financial Planning into what it is today. On this episode, Anna shares the story of her career, from how she got started in the business to …
August 23, 2017
Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska
Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that many advisors - especially those with smaller businesses - are not tracking their metrics and gathering this important data. Shawn Tydlaska joins us again to shed so …
August 16, 2017
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen
Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, after taking a leap out of the world of broker-dealers so he could have more fun with pl …
August 09, 2017
Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti
We often talk about the utility of the retainer model here at XYPN. One of our earliest members, Cristina Guglielmetti, is cleverly combining retainer clients with a lot of project work to craft an uber-flexible schedule that you'll find interesting.
August 02, 2017
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari
We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!
July 26, 2017
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
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! In this episode we're talking E&O insurance and when to get it; how to decide between two distinct niches you may be serving; and what …
July 19, 2017
Ep #109: When She Makes More - An Interview With Farnoosh Torabi
We're really excited about our guest, Farnoosh Torabi, because a lot of you will be meeting her later this year at #XYPN17! Farnoosh is one of our keynote speakers, and on this episode she gives a little sneak preview of what she'll be talking about.
July 12, 2017
Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo
Helen Ngo shares 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 proc …
