Episode No. 76 | November 30, 2016
Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
XYPN Radio Mailbag Episode
In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …
August 31, 2016
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 …
July 27, 2016
Break Away from Selling Products and Launch a Fee-Only RIA
Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.
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 …
March 16, 2016
Writing Books to Supercharge Your RIA Marketing
If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could help your RIA marketing to get published.
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.
January 13, 2016
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.
January 06, 2016
Ep #30: SEO for Financial Advisors with Brent Carnduff
This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. Time and time again, Brent has sho …
