XYPN Radio / RIA (6)

Episode No. 94 | April 05, 2017

Career changing from teacher to financial advisor - The career of Ryan Frailich

Career changing from teacher to financial advisor - The career of Ryan Frailich

Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But today's guest, Ryan Frailich, is still right at the beginning of establishing his own firm, and has generously agreed to share the ups an …

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March 29, 2017

Ep #93: The path from commission to hybrid to fee-only - An interview with Sean Kernan

Ep #93: The path from commission to hybrid to fee-only - An interview with Sean Kernan

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March 01, 2017

Ep #89: What's Holding You Back From Success in Sales - An Interview with Nancy Bleeke

Ep #89: What's Holding You Back From Success in Sales - An Interview with Nancy Bleeke

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August 31, 2016

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Michael and Alan are back for another episode of Alan and Kitces Unhinged. Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why adv …

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