October 25, 2017
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today. Alex is now an associate planner with Gen Y Plann …
September 07, 2016
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler
Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).
June 08, 2016
Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
April 13, 2016
Ep #43: Data Security in Financial Planning with Blane Warrene
As we continue to use technology to run better RIAs, the issue of data security in financial planning becomes more and more pressing to understand. Today, we're getting answers and information on security, archiving, encryption, and more.
January 27, 2016
Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
This week on #XYPNRadio, we're sharing an interview with Wealthbox CRM co-founders John Rourke and Dan Ferranti -- and what it takes to create the perfect CRM.
October 21, 2015
Ep #16: The Rise Of The Robo Advisor with Steve Lockshin
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
