November 28, 2018
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
April 04, 2018
Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal
XYPN members Taylor Anderson and Kailie Abascal join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at their fir …
November 08, 2017
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey
I’m excited to have Michael Kitces on the show to talk about XYPN's Inaugural Benchmarking Survey. This year, we hired The Ensemble Practice to survey XYPN members to really understand their businesses. The report was pretty lengthy, so Michael and I talk through some of the highlight …
Episode No. 83 | January 18, 2017
The Future of Investment Management - An Interview with Rick Frisbie
For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …
November 09, 2016
Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap
Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes.
October 21, 2015
Ep #16: The Rise Of The Robo Advisor with Steve Lockshin
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
September 02, 2015
Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates t …
