Behind The Advisor

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: h...

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

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 ta...

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

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

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 ta...

What if taking over a firm through a succession plan was just the beginning,  not the end,  of the story? When Hannah Moore entered into a succession plan in her early 20s, she wasn't just buying a financial planning firm; she was stepping into a future she planned to rebuild from the ground up. Today, Hannah owns Guiding Wealth Management, a thriving RIA she reimagined after purchasing the busine...

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...

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://ww...

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

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...

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  

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 informatio...

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...

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:...

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...

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...

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  

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.xyplanni...

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

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....

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

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 creati...

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...

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