Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

This week, Kitces and I return to the podcast to bring you yet another mailbag episode. This time, we answer four of the burning questions we've received from the #XYPNRadio VIP community.

On this episode, we cover your questions about robo-advisors, how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving.

Listen in below!

Listen to the Full Interview:

What You'll Learn From This Episode:

• What robo-advisors will do to the world of financial planning.
• How robo-advisors can be used in your firm.
• The dynamics of changing your career to planning.
• The advantages that a financial planner that changed careers has.
• What you can do now to prepare yourself for starting a firm in the next five years.
• The challenges that larger firms face in adopting a monthly fee.
• How to become an intrapreneur.

Featured on the Show:

• Connect with Michael: Kitces.com| Nerd’s Eye View | Facebook | Twitter | LinkedIn  YouTube
• XYPN Radio Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm
• XYPN Radio Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success
• XYPN Radio Ep #7: The Career of Jake Kuebler – How He Bought a Fee-Only Firm at 25 Years Old
• Pat Flynn
• Podcast Movement
• Wealthfront
• Betterment Institutional
• WhatsApp
• eMoney
• LearnVest
• Envestnet
• Laser App
• Life Planning Partners
• NAPFA Genesis
• Ronald Blue & Co
• Abacus

This Episode Is Sponsored by:

• Financial Planners Assistance