December 23, 2015
Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
December 16, 2015
Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success
This week on #XYPNRadio, I am honored to bring you Jude Boudreaux, the founder of Upperline Financial Planning in New Orleans. Jude was one of our fantastic speakers at our XYPN conference back in September, and based on the incredible reception he received at the event, I knew I had …
Episode No. 25 | December 09, 2015
Ep #25: RIA Compliance: Staying Compliant When You Start Your Firm
Staying Compliant When You Start and Run Your Firm
This week on #XYPNRadio, I am excited to bring you what you need to know about RIA compliance. We're chatting with Jim Cullen, President of Financial Planners Assistance Corp. FPAC is a compliance firm that works with independent RIAs and financial planning firms.
December 02, 2015
Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
After last week’s episode, Kitces and I received tons of questions about a portion of the monthly retainer model that we hadn’t gotten into yet. If you remember, we discussed how and why financial planners need to provide financial planning to clients for a monthly fee. What we didn’t …
November 25, 2015
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
This week on #XYPNRadio, we're talking about an issue that has come up in multiple episodes: providing financial planning on a monthly retainer basis. As our XYPN members know, having a monthly subscription fee option is required to join our network -- but this is not a model that mos …
November 18, 2015
Ep #21: The Career of Justin Rush - How a Failed Startup Attempt Led to Success
This week, I'm excited to welcome Justin Rush, founder of JGR Financial Solutions, to #XYPNRadio! I've known Justin for several years through our membership on the NAPFA Genesis Board, a segment of NAPFA for financial planners 33 years old and under.
November 11, 2015
Ep #20: Net Worth and Income-Based Retainers from The Planning Center
#XYPNRadio welcomes Andrew Sivertsen to the podcast this week. Andrew is a financial planner, a partner at The Planning Center, and the current chair and past president of NextGen. His firm has led the way in providing innovative new options, like income-based retainers, in financial …
