November 09, 2016
Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap
Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes.
November 02, 2016
Ep #72: Creating an Encore Career with Linden Cornett
Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial indepen …
October 26, 2016
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero
In response to repeated requests, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.
October 19, 2016
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episod …
October 12, 2016
Ep #69: Fail Fast and Pivot Quickly with John McCarthy
This week, John McCarthy joins us for a discussion about leveraging lessons learned after launching and ultimately closing his own financial planning firm.
October 05, 2016
Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter
This week our guest is Megan Carpenter. She is the co-founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. As a recognized expert in PR for advisors, Megan outlines just how to obtain press coverage and …
September 28, 2016
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16
Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.
September 21, 2016
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
