June 22, 2016
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
Episode No. 52 | June 15, 2016
How In-Person Networking Can Land 27 Clients in 12 Months
At XY Planning Network, we have a lot of resources that help financial advisors start and run virtual firms (like our free ebook, The Virtual Advisor). Forgoing the traditional, physical office space not only reduces a lot of overhead, but it also provides you with more flexibility an …
June 08, 2016
Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
June 01, 2016
EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore
We're hitting a major milestone with this show: this is episode 50 of XYPN Radio!
Episode No. 49 | May 25, 2016
What It Takes to Start a Firm From Scratch
with Scott Frank
This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed …
Episode No. 48 | May 18, 2016
How to Advise on Student Loans in Financial Planning
With Heather Jarvis
Heather Jarvis joins the podcast to talk about a topic that impacts a vast majority of our listeners or their clients in one way or another: student loans.
Episode No. 47 | May 11, 2016
Family and Financial Planning - The Career of Pam Horack
We're excited to welcome Pam Horack to XYPN Radio this week. Pam is the founder of Pathfinder Planning, a fee-only financial planning firm based in North Carolina.
Episode No. 46 | May 04, 2016
Helping Clients Make Good Decisions with Dr. Daniel Crosby
This week, we're excited to welcome Dr. Daniel Crosby to XYPN Radio. Daniel is one of the most well-known names in the behavioral finance and economics world. He is the founder of Nocturne Capital and the author of The Laws of Wealth: Psychology and The Secret to Investing Success.
