March 09, 2016
Ep #38: Residency Programs in Financial Planning
On this episode of #XYPNRadio, we're chatting with a very special guest: financial planner, financial planning mentor, and XY Planning Network member Andrea Eaton of Cornerstone Wealth Advisors.
March 02, 2016
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series of job changes.
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 …
February 17, 2016
Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
This week's episode of #XYPNRadio features an interview with Jessica Smith, the Director of Financial Planning and Vice President of Longview Financial Advisors. Together, we tackle the topic of balancing business and motherhood -- plus much more.
January 27, 2016
Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
This week on #XYPNRadio, we're sharing an interview with Wealthbox CRM co-founders John Rourke and Dan Ferranti -- and what it takes to create the perfect CRM.
January 25, 2016
Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems.
January 20, 2016
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
This week on #XYPNRadio, we're chatting with J.D. Bruce. J.D. is the president of Abacus Wealth Partners, a firm based out of Santa Monica that manages over $1.5 billion in assets.
January 13, 2016
Ep #31: How to Deal with Failure in Your First Year of Business
At one time or another, all financial planners have experienced the feeling that things just aren’t working, especially in their first year of business. Often, this triggers the fear that they should have never made the leap to start their own business.
