Episode No. 54 | June 29, 2016
Developing a Financial Literacy Program
With Jennifer Harper
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
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.
