September 14, 2016
Ep #65: Developing a Specialty Service Around College Planning
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
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.
February 24, 2016
Ep #36: Serve NextGen Clients Inside Your Existing Firm
We're thrilled to bring you a very special guest this week: Matt Cosgriff, the quintessential intrapreneur. Most people are familiar with the term entrepreneur. An intrapreneur is the term we use to describe the incredibly powerful model of being able to start a business venture -- bu …
October 14, 2015
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
September 23, 2015
Ep #11: Crisis of Differentiation and the Niche Imperative
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
