July 05, 2017
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien
We meet so many interesting people and members through XYPN Radio, and today’s guest continues that trend. Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financ …
September 21, 2016
How to Successfully Execute a Succession Plan with Jake Kuebler
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
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.
