June 28, 2017
Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson
A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …
Episode No. 87 | February 15, 2017
Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
On today's episode we hear from André Novaes, founder and CEO of LifeFP. LifeFP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives w …
February 01, 2017
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
When you join the free XYPN Radio VIP Community, you'll have an opportunity to interact with experts like today's guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode …
December 21, 2016
Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
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.
January 20, 2016
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
This week on #XYPNRadio, we're chatting with J.D. Bruce. J.D. is the president of Abacus Wealth Partners, a firm based out of Santa Monica that manages over $1.5 billion in assets.
December 02, 2015
Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
After last week’s episode, Kitces and I received tons of questions about a portion of the monthly retainer model that we hadn’t gotten into yet. If you remember, we discussed how and why financial planners need to provide financial planning to clients for a monthly fee. What we didn’t …
