July 18, 2018
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
May 30, 2018
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider
Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with …
February 21, 2018
Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae
Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. David Rae came into the financial advisor field with a theatre background and a passion …
February 14, 2018
Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing
XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a P …
January 31, 2018
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley
From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …
August 02, 2017
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari
We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!
June 01, 2017
Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX
You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky to have Ric McConkey, Managing Partner at FMeX, with us today to talk about how his service helps advisors provide clients with valuable, rel …
May 24, 2017
Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.
