Episode No. 76 | November 30, 2016
Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
XYPN Radio Mailbag Episode
In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …
October 26, 2016
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero
In response to repeated requests, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.
October 12, 2016
Ep #69: Fail Fast and Pivot Quickly with John McCarthy
This week, John McCarthy joins us for a discussion about leveraging lessons learned after launching and ultimately closing his own financial planning firm.
August 24, 2016
Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden
Andrew McFadden took a traditional route to a career in financial planning. He earned a degree in business and went on to get his MBA. He also worked as a stock analyst and interned at an RIA.
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 …
June 01, 2016
EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore
We're hitting a major milestone with this show: this is episode 50 of XYPN Radio!
Episode No. 49 | May 25, 2016
What It Takes to Start a Firm From Scratch
with Scott Frank
This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed …
April 27, 2016
Ep #45: Brunching the Way to Success - The Career of Pam Capalad
Pam Capalad is the founder of Brunch and Budget, a unique financial planning firm that provides a wholly individual experience to clients. And she joins us today on XYPN Radio to share the details on her career path, what brought her to financial planning, and why brunch is such a big …
