November 25, 2015
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
This week on #XYPNRadio, we're talking about an issue that has come up in multiple episodes: providing financial planning on a monthly retainer basis. As our XYPN members know, having a monthly subscription fee option is required to join our network -- but this is not a model that mos …
November 18, 2015
Ep #21: The Career of Justin Rush - How a Failed Startup Attempt Led to Success
This week, I'm excited to welcome Justin Rush, founder of JGR Financial Solutions, to #XYPNRadio! I've known Justin for several years through our membership on the NAPFA Genesis Board, a segment of NAPFA for financial planners 33 years old and under.
November 11, 2015
Ep #20: Net Worth and Income-Based Retainers from The Planning Center
#XYPNRadio welcomes Andrew Sivertsen to the podcast this week. Andrew is a financial planner, a partner at The Planning Center, and the current chair and past president of NextGen. His firm has led the way in providing innovative new options, like income-based retainers, in financial …
November 04, 2015
Ep #19: The Career of Katie Brewer - Using Speaking Gigs to Get Prospective Clients (and Income!)
This week, I'm excited to feature Katie Brewer. Katie is one of the founding members of the XY Planning Network and the founder of Your Richest Life, a financial planning firm based in Dallas.
October 28, 2015
Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM
This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.
October 21, 2015
Ep #16: The Rise Of The Robo Advisor with Steve Lockshin
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
October 14, 2015
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
