February 08, 2017
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the mo …
February 01, 2017
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
When you join the free XYPN Radio VIP Community, you'll have an opportunity to interact with experts like today's guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode …
Episode No. 84 | January 25, 2017
Surviving Depression To Find Happiness & Success - The Career of Dave Grant
Today we're talking about a few topics that don't often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial …
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 …
January 11, 2017
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …
January 05, 2017
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …
December 28, 2016
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …
December 21, 2016
Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
