March 09, 2016
Ep #38: Residency Programs in Financial Planning
On this episode of #XYPNRadio, we're chatting with a very special guest: financial planner, financial planning mentor, and XY Planning Network member Andrea Eaton of Cornerstone Wealth Advisors.
September 09, 2015
Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
Episode No. 2 | August 24, 2015
Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
With Carl Richards
.png)
Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
August 24, 2015
Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
Welcome to the inaugural episode of #XYPNRadio, the podcast dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. We’re really excited to publish the show live for a …
August 19, 2015
XYPN Radio: The Podcast Bringing Financial Planning to the Next Generation
Ever wished there was a badass podcast show just for you, the financial advisor who wants to launch your own firm to serve your ideal clients? We hear you -- and we shared that wish. That's why XY Planning Network is launching a brand new podcast, XYPN Radio, on August 24th!
