December 07, 2016
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad
Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise buildin …
Episode No. 76 | November 30, 2016
Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
XYPN Radio Mailbag Episode
In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …
November 23, 2016
Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen
This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her …
November 16, 2016
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she's also a recent recipient of the prestigious Independent Financi …
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.
November 02, 2016
Ep #72: Creating an Encore Career with Linden Cornett
Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial indepen …
October 26, 2016
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero
In response to repeated requests, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.
October 19, 2016
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episod …
