Podcast
Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More
March 14, 2018

XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how to communicate the value of financial planning, why it isn’t always a good idea for advisors to take on every new client they can, and more.
Covering a wide range of subjects, todays episode is perfect for helping you fill in the common gaps and questions that financial advisors discover as they work. Listen in to hear advice for new advisors and seasoned advisors alike.
Covering a wide range of subjects, todays episode is perfect for helping you fill in the common gaps and questions that financial advisors discover as they work. Listen in to hear advice for new advisors and seasoned advisors alike.
Listen to the Full Interview:
Want more from XYPN Radio? Become a VIP to access our private community!
What You'll Learn from This Episode:
- How to define the value of financial planning to a prospective client.
- Three questions financial advisors should ask prospects.
- Why fee-only and fiduciary are not always synonymous.
- Michael’s predictions for insurance companies in the next few years.
- Why you should not try to implement everything recommended on Kitces.com.
- The best way to shortcut success.
- How to avoid data overload and impostor syndrome.
- Why it’s so important to limit how many new clients you take on.
Featured on the Show:
- Michael Kitces: Website |Facebook | Twitter | LinkedIn
- Sales Pro Insider
- The Kinder Institute


Get episode alerts by email
Share
- XYPN Podcast (401)
- Journey Makers (391)
- Entrepreneurship (124)
- Financial Advisors (99)
- Running an RIA (92)
- Niche (69)
- Start an RIA (54)
- Business Development (45)
- Client Services (42)
- Client Engagement (39)
- Lifestyle, Family, & Personal Finance (36)
- Fee-only advisor (34)
- Marketing (31)
- Growing an RIA (28)
- Client Acquisition (25)
- Market Trends (23)
- Practice Management (23)
- Digital Marketing (21)
- Transitioning Your Business (21)
- Process (20)
- Financial Education & Resources (19)
- Compliance (17)
- Technology (17)
- Transitioning To Fee-Only (17)
- Scaling an RIA (15)
- Community (14)
- RIA (14)
- Career Change (13)
- Sales (13)
- Partnership (9)
- Investment Management (8)
- Employee Engagement (7)
- XYPN LIVE (7)
You May Also Like
These Related Episodes
Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy
Mar 7, 2018
Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Jan 24, 2018
Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan
