January 10, 2018
Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte
The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs an …
December 13, 2017
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that and more. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to …
December 06, 2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …
October 04, 2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …
September 20, 2017
Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli
Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him …
August 16, 2017
Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen
Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, after taking a leap out of the world of broker-dealers so he could have more fun with pl …
July 26, 2017
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
We know our mailbag is overflowing, so we're back with another Alan & Kitces Unhinged episode to answer as many of your questions as possible! In this episode we're talking E&O insurance and when to get it; how to decide between two distinct niches you may be serving; and what …
