October 28, 2015
Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM
This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.
October 26, 2015
Ep #17: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
Continuing our monthly tradition, Michael Kitces and I return to answer your questions, “mailbag style.” We reach into our emails and VIP community to answer your questions from this past month. This new monthly bonus episode series has become a fun and exciting way for Michael and I …
October 21, 2015
Ep #16: The Rise Of The Robo Advisor with Steve Lockshin
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
October 14, 2015
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
October 07, 2015
Ep #14: The Career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the last ten months, he's built and ran his business …
September 30, 2015
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
This week, we're back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money -- and the best writer and brand builder I know in financial planning.
September 23, 2015
Ep #11: Crisis of Differentiation and the Niche Imperative
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
