September 09, 2015
Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
September 02, 2015
Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates t …
August 28, 2015
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard.
August 27, 2015
Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
Today we're thrilled to welcome Eric Roberge to #XYPNRadio! Eric is the founder of Beyond Your Hammock, a revolutionary financial planning firm that helps clients in their 20s and 30s save for the life of their dreams.
August 26, 2015
Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Maurer
Today, we’re excited to welcome the sponsor of #XYPNRadio Launch Week, Mark Maurer! Mark is the president and CEO of LLIS.
August 25, 2015
Ep #4: Blogging Your Way To The Top with Jeff Rose
Today, we're excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing efforts using his popular blog, Good Financia …
August 24, 2015
Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
Want to know what’s unheard of? A successful 31-year-old financial advisor. On this episode of #XYPNRadio, we're proud to have 31-year-old Sophia Bera, founder of Gen Y Planning! When the average financial advisor is about 55 (and male), you can bet she is making waves as a young and …
Episode No. 2 | August 24, 2015
Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
With Carl Richards
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Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
