November 08, 2017
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey
I’m excited to have Michael Kitces on the show to talk about XYPN's Inaugural Benchmarking Survey. This year, we hired The Ensemble Practice to survey XYPN members to really understand their businesses. The report was pretty lengthy, so Michael and I talk through some of the highlight …
September 06, 2017
Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb
Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice, quickly adjusting, and putting it in the perfect position to succeed. By becoming part of a bigger firm, their business has been able to see a large amount …
August 30, 2017
Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina
Anna Sergunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop MainStreet Financial Planning into what it is today. On this episode, Anna shares the story of her career, from how she got started in the business to …
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 …
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 …
