Episode No. 94 | April 05, 2017
Career changing from teacher to financial advisor - The career of Ryan Frailich
Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But today's guest, Ryan Frailich, is still right at the beginning of establishing his own firm, and has generously agreed to share the ups an …
February 22, 2017
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.
Episode No. 87 | February 15, 2017
Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
On today's episode we hear from André Novaes, founder and CEO of LifeFP. LifeFP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives w …
February 08, 2017
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the mo …
February 01, 2017
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
When you join the free XYPN Radio VIP Community, you'll have an opportunity to interact with experts like today's guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode …
