July 27, 2016
Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA
Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.
July 20, 2016
Ep #57: How to Be an Entrepreneur in Financial Planning
This week, we get to hear from Stephen Alred, an entrepreneur passionate about helping others build a life they can truly enjoy via achieving their financial goals. Stephen is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tec …
July 13, 2016
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More
Alan and Michael Kitces are back to bring you another mailbag episode, answering your questions sent in via email, social media, and the XYPN Radio VIP Group.
July 06, 2016
Ep #55: How to Transition to Working as a Virtual Advisor
On this week's episode, we're answering some great questions that podcast listeners asked after Alan shared his career path and experience in the industry on Episode 50.
Episode No. 54 | June 29, 2016
Developing a Financial Literacy Program
With Jennifer Harper
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
June 22, 2016
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
Episode No. 52 | June 15, 2016
How In-Person Networking Can Land 27 Clients in 12 Months
At XY Planning Network, we have a lot of resources that help financial advisors start and run virtual firms (like our free ebook, The Virtual Advisor). Forgoing the traditional, physical office space not only reduces a lot of overhead, but it also provides you with more flexibility an …
June 08, 2016
Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
