September 28, 2016
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16
Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.
September 21, 2016
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
September 14, 2016
Ep #65: Developing a Specialty Service Around College Planning
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
September 07, 2016
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler
Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).
August 31, 2016
Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More
Michael and Alan are back for another episode of Alan and Kitces Unhinged. Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why adv …
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.
August 17, 2016
Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm
Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?
August 10, 2016
Ep #60: Financial Life Coaching with Garrett Philbin
Can you create a profitable business that caters to clients with negative cash flow? Garrett Philbin is working to test that question and find out. Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financ …
