XYPN Radio

May 24, 2017

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.

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May 17, 2017

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

It's hard to believe we've already made it to episode 100, but here we are! We're so thrilled you've been with us this long, whether you've listened to every single episode or you only recently discovered the podcast. We're doing something a bit different for this episode to celebrate …

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May 10, 2017

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

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May 03, 2017

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

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April 26, 2017

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

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April 19, 2017

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

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April 12, 2017

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

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April 05, 2017

Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich

Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich

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