December 30, 2015
Building a Virtual Firm by Marketing Locally with Eric Roberge
Over the last 28 episodes, we have talked about a lot of different topics, some more in depth than others. This week, however, we're covering a subject we have never fully discussed.
Episode No. 25 | December 09, 2015
RIA Compliance: Staying Compliant When You Start Your Firm
This week on #XYPNRadio, I am excited to bring you what you need to know about RIA compliance. We're chatting with Jim Cullen, President of Financial Planners Assistance Corp. FPAC is a compliance firm that works with independent RIAs and financial planning firms.
November 18, 2015
Ep #21: The Career of Justin Rush - How a Failed Startup Attempt Led to Success
This week, I'm excited to welcome Justin Rush, founder of JGR Financial Solutions, to #XYPNRadio! I've known Justin for several years through our membership on the NAPFA Genesis Board, a segment of NAPFA for financial planners 33 years old and under.
September 30, 2015
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
This week, we're back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money -- and the best writer and brand builder I know in financial planning.
Episode No. 7 | August 28, 2015
The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard.
August 24, 2015
Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
Want to know what’s unheard of? A successful 31-year-old financial advisor. On this episode of #XYPNRadio, we're proud to have 31-year-old Sophia Bera, founder of Gen Y Planning! When the average financial advisor is about 55 (and male), you can bet she is making waves as a young and …
