April 13, 2016
Ep #43: Data Security in Financial Planning with Blane Warrene
As we continue to use technology to run better RIAs, the issue of data security in financial planning becomes more and more pressing to understand. Today, we're getting answers and information on security, archiving, encryption, and more.
April 06, 2016
Ep #42: Alan & Kitces Unhinged - Mailbag Episode
Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions from the XYPN VIP community, email, and social media.
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!
Episode No. 40 | March 23, 2016
Embracing Impostor Syndrome with Carl Richards
This might just be our favorite episode of #XYPNRadio yet. We're excited to welcome back author, New York Times columnist, artist, and financial advisor Carl Richards.
March 16, 2016
Ep #39: Writing Books to Supercharge Your RIA Marketing
If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could help your RIA marketing to get published.
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.
March 02, 2016
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series of job changes.
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 …
