October 11, 2017
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina
What would you do if you were forced to find a different job? It happened to Galen. He is the founder of Buff Your Finances and was following a typical career path of a financial planner when he had the opportunity to work as a virtual paraplanner for another advisory. He made the mis …
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 …
Episode No. 110 | July 26, 2017
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 …
Episode No. 92 | March 22, 2017
The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez
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 …
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 …
