Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes. This interview is a break from the norm. Instead of learning directly from a firm owner, Steve provides a unique take on the financial planning industry from a business development and software solutions perspective. He's at the forefront of changes in technology and lends his expertise to help us understand ...
Nov 09, 2016•1 hr 3 min
Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial independence. This is an example of how to create a successful foundation for a profitable endeavor. Creating an RIA without financial planning experience is never easy, but Linden's story shows it is possible to pursue an...
Nov 02, 2016•1 hr 6 min
Catalina Franco-Cicero joins # XYPN Radio to share one of the most unusual journies any financial planner has taken into the profession. She's currently a partner working to build the Fiscal Fitness Clubs brand, which offers a holistic financial planning service to clients that are often overlooked by traditional money managers. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/71...
Oct 26, 2016•1 hr 5 min
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals. You can find show notes and more information by click...
Oct 19, 2016•59 min
This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his previous business - an RIA. His experience should be a hopeful source of motivation for anyone facing a challenge with their current business model. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/69...
Oct 12, 2016•42 min
This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. We discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs. This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work o...
Oct 05, 2016•1 hr 3 min
Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community. This mailbag episode covers the major questions received as well as highlights from the conference. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/67...
Sep 28, 2016•1 hr 11 min
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/66...
Sep 21, 2016•1 hr 5 min
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche. Joe Messinger of Capstone Wealth Partners is the perfect example of an advisor running a firm doing just that. He specializes in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. You can find show notes and more informat...
Sep 14, 2016•59 min
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!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64...
Sep 07, 2016•1 hr 11 min
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 advisors should register an RIA, and more. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/63...
Aug 31, 2016•1 hr 5 min
The path to success requires entrepreneurs to weather many storms, and Andrew's story and his advice for other financial professionals considering launching their own RIAs make for a must-listen-to podcast. He dives into the realities -- both good and bad -- about self-employment and owning your own business. In addition, you'll learn how Andrew pushed passed the reluctance to narrowly define a target audience and how that's generated opportunities that he would have otherwise missed. You can fi...
Aug 24, 2016•58 min
Our guest today, Hannah Moore, bought and now runs a firm after she worked out a succession plan -- but that was only the start of her path as an RIA owner. Hannah Moore is a Certified Financial Planner and the owner of Guiding Wealth Management. She purchased the firm from a retiring financial planner while in her early 20s. After the sale, she took extra steps to revamp and rebrand the business. On this episode, we talk in detail about how she revamped her firm and transitioned to a RIA from t...
Aug 17, 2016•55 min
Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundation based on building cash flow and debt management skills. Garrett's business model is one that financial planners will find intriguing. There's tremendous potential to improve the client pool of those seeking comprehensive financial planning services from efforts like Be Awesome Not Broke. You can find show notes and more information by clicking he...
Aug 10, 2016•1 hr 6 min
If you're having a difficult time valuing your time or lining the services you provide up with an appropriate pricing structure, tune into this episode. And make sure you take plenty of notes on this great information that will surely help you build a profitable practice that serves your ideal clients at the highest level. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/59...
Aug 03, 2016•1 hr
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. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/58...
Jul 27, 2016•52 min
Stephen Alred is the founder of Ignite Financial , a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups. This week, Stephen shares his thoughts on the newest trends currently developing in the industry and poised to make a big impact. He also provides advice on how fellow advisors can best prepare for them. Stephen also details his career path, including how he started his own financial consulting business in college and what he did to make sure that the b...
Jul 20, 2016•50 min
This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also share tips on how to jump start your career and make progress in your work. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/56
Jul 13, 2016•1 hr
On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the decisions and mistakes he made along the way, what he learned, and his recommendations for advisors looking to make the transition into a virtual business. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/55...
Jul 06, 2016•55 min
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals. Tune in for Jennifer's insights, advice, and thoughts on her career path, starting her own RIA, and managing an organization dedicated to making financial knowledge accessible to everyone. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/54...
Jun 29, 2016•55 min
Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of her fee structure and why she uses the model she chose. We also cover the enormous benefits inherent in running a virtual practice. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/53...
Jun 22, 2016•55 min
Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business. If you're considering making the leap to starting your own firm but you are uncertain of how to balance digital marketing with more familiar strategies, tune in: Chris has some incredibly valuable in-person networking tips that you can start using today to go from struggling to bring in clients to having the clients come to you. You can find show notes and more information by clicki...
Jun 15, 2016•59 min
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community , email, and social media. We look at tools that promise to simplify your life and determine whether or not they actually live up to that promise, and dive into the exact tasks computers should be in charge of doing and which tasks you should keep on your own to-do list. You can find show notes and other information by clicking here: http://www.xyplanningnetwork.com/51...
Jun 08, 2016•1 hr 4 min
Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Planning Network. He discusses getting his college education in financial planning, starting XYPN, and everything in between. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/50
Jun 01, 2016•1 hr 28 min
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 in creating your own business. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/49...
May 25, 2016•56 min
If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of your clients will face. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/48
May 18, 2016•56 min
On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career. If you have a family or are thinking of starting one, then this is one episode you cannot afford to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/47...
May 11, 2016•1 hr 3 min
On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46...
May 04, 2016•48 min
If you're new to the industry or considering financial planning (to make it official, since your friends all come to you for financial advice already!) and want to take a non-traditional, completely unique path to success, Pam's career story and experience will leave you inspired. And if you're an established pro, Pam's perspective can help you see your own business in a whole new, fun, and creative light. You can find show notes and more information by clicking here: http://www.xyplanningnetwor...
Apr 27, 2016•56 min
Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know something is going on with the recent announcement that the Department of Labor Fiduciary made, but you are not entirely sure what it all means and just how these rule changes affect you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/44...
Apr 20, 2016•1 hr 14 min
