October 14, 2015
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
October 07, 2015
Ep #14: The Career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the last ten months, he's built and ran his business …
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.
September 23, 2015
Ep #11: Crisis of Differentiation and the Niche Imperative
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
September 16, 2015
Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old
Today’s guest is at the top of the short list of people we knew we had to talk to when starting #XYPNRadio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA -- and she's a total rock star.
September 09, 2015
Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
September 02, 2015
Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates t …
