January 27, 2016
Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
This week on #XYPNRadio, we're sharing an interview with Wealthbox CRM co-founders John Rourke and Dan Ferranti -- and what it takes to create the perfect CRM.
January 25, 2016
Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems.
January 20, 2016
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
This week on #XYPNRadio, we're chatting with J.D. Bruce. J.D. is the president of Abacus Wealth Partners, a firm based out of Santa Monica that manages over $1.5 billion in assets.
January 13, 2016
Ep #31: How to Deal with Failure in Your First Year of Business
At one time or another, all financial planners have experienced the feeling that things just aren’t working, especially in their first year of business. Often, this triggers the fear that they should have never made the leap to start their own business.
January 06, 2016
Ep #30: SEO for Financial Advisors with Brent Carnduff
This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. Time and time again, Brent has sho …
December 30, 2015
Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge
Over the last 28 episodes, we have talked about a lot of different topics, some more in depth than others. This week, however, we're covering a subject we have never fully discussed.
December 28, 2015
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.
December 23, 2015
Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
