June 01, 2017
Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX
You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky to have Ric McConkey, Managing Partner at FMeX, with us today to talk about how his service helps advisors provide clients with valuable, rel …
May 24, 2017
Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.
December 07, 2016
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad
Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise buildin …
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 …
March 30, 2016
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
The word "sales" can make most financial advisors cringe away -- especially if you're a fee-only planner who constantly fights the perception that your job revolves around product sales!
February 24, 2016
Ep #36: Serve NextGen Clients Inside Your Existing Firm
We're thrilled to bring you a very special guest this week: Matt Cosgriff, the quintessential intrapreneur. Most people are familiar with the term entrepreneur. An intrapreneur is the term we use to describe the incredibly powerful model of being able to start a business venture -- bu …
December 30, 2015
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.
November 04, 2015
Ep #19: The Career of Katie Brewer - Using Speaking Gigs to Get Prospective Clients (and Income!)
This week, I'm excited to feature Katie Brewer. Katie is one of the founding members of the XY Planning Network and the founder of Your Richest Life, a financial planning firm based in Dallas.
