We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/43...
Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions that came in from the XYPN VIP community, email, and social media. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/42
Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. You will learn how to develop an effective sales process for your firm through Nancy's insights. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/41...
In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you can learn to enjoy and accept your success. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/40...
Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to hold yourself accountable in your writing to stay on schedule. Mary Beth then dives into how long it took her to write Work Your Wealth and exactly how much she spent to get it published. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/39...
On this episode of #XYPNRadio , I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor with Cornerstone Wealth Advisors . You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/38...
This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen. Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire. You can find show notes and more information by clicking here: https://...
Matt’s experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your existing firm but are unsure of where to start, then you need to listen in. This interview is full of actionable advice and one I am excited to finally bring you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/36...
How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial advisor does it -- and how you can apply her ideas, thoughts, and tips to your own life. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/35...
This week on #XYPNRadio, I’m excited to bring you an interview with Wealthbox CRM’s co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don’t get to talk to the lead developer, but today you will. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/34...
This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/33
This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32...
Today, we are talking about what expectations are realistic to have in your first year of business, regarding income, and why a side hustle is vital to your success. We then dive into the four areas that we believe you need to focus your marketing efforts on in your first year. If you are in your first year of business, feeling the pressure, or you want to start a business and want to know what to expect, you need to listen to this episode. You can find show notes and more information by clickin...
This week, we’re talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/30...
Eric has found some truly incredible ways of integrating the traditional financial planners' face-to-face methodology with today’s technology. He's had a career that many financial planners could only dream of, and today, he shares how you too can bring the same level of success into your practice. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/29...
On this episode, we cover your questions about robo -advisors and how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving. While we break our record for answering the least amount of questions in an episode, this is one episode you can’t afford to miss. You can find show notes and more information by clicking here: http...
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/27
Jude is gifted at being incredibly authentic and has an inspiring story of what you can go through and still become a success. We discuss how he transitioned from being an employee to founding his firm, as well as the personal setbacks he experienced that shaped his journey to success. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/26...
Turn up and the volume and listen in as Jim and I chat about his career path and how to get into the compliance market before diving into tips and tools for RIA compliance that all advisors need to know about. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/25
This week we aren’t talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24...
Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don’t understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/23...
Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/22...
This week, I am excited to welcome Justin Rush, the founder for JGR Financial Solutions, to #XYPNRadio. I knew this interview would be great because Justin has such an awesome story, but it was even better than I had expected because there were a lot of things about Justin’s career that I honestly wasn’t aware of. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/21...
If you're interested in variations of the retainer model , how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the industry, you won't want to miss this insightful interview! You can find show notes and more information here: https://www.xyplanningnetwork.com/20...
Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie’s story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is. You can find show notes and more information by clicking here: https:/...
This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. I’ve actually been following Brittney ever since I first started my firm back in 2012. I only had social media interactions with her until I finally caught up with her at FinCon, down in Charlotte, where she was speaking on how to build courses to leverage your brand and increase the number of clients that you can help. You can find show notes and ...
Today, we get to 5 different questions from our XYPN VIP community . Starting with niche marketing to a psychographic instead of a demographic focus, we move on to how your relationships can affect your entrepreneurial plans, and end with how to calculate fees and complexities. If any of these questions are an area of interest for you, or if you have questions yourself surrounding these topics, you don’t want to miss out on this episode! You can find show notes and more information by clicking h...
Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/16
Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode. You can f...
Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Daniel has built his firm over the last ten months working primarily with physicians and business owners that are striving to save for the future. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/14...
