Behind The Advisor

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, yo...

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 v...

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. Y...

This week we are back to our regular interview schedule with Matt Becker's inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I know in financial planning. Matt has built his entire brand and firm around Mom and Dad Money, focused primarily on the very obvious target market - new parents. You can find show notes and more informa...

Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, if this is an area of interest for you, and if you have questions surrounding these topics, then you are going to want to listen in. Michael and I dive into your questions and help you get the answers you need to grow your firm. You can find show note...

If you are one of those financial planners that believe having a niche doesn't matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that belief and, with our predictions for the world of financial planning, actually start looking at your business. Michael and I share our sometimes-conflicting views on why having a niche is so important and...

Today's guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey...

This week on  XYPN Radio , I am honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder and CEO of New Planner Recruiting, the leading recruiting firm for financial planners nationwide. They find and interview candidates in college programs, as well as those who are changing careers and are breaking into financial planning and pair them...

Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current state of financial planning, what's new, what's coming, and where the money is flowing from. We also address the topic of RoboAdvisors and (as you'll find out) how he is actually partially responsible for...

Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing partner of Bluestem Financial Advisors, LLC. His story embodies one that many of us have always aspired to be a part of. You can find show notes and more informat...

Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they've always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he...

Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. You won't want to miss this inside look at how LLIS is set-up and how they work with advisors to ensure their clients get the best service possible. You can find show notes and more information by clicki...

Are you struggling to figure out how to build and grow your own financial practice firm ? Not sure which media platform to start off with? The good news is that Jeff isn't shy when it comes to sharing what's working for his business. Wondering what's the bad news? There is none, just press "play" to learn how he uses social media & blogging to support and build his business and how you can do then...

If you're struggling with the decision on whether or not to launch your own firm and what it's going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button... You c...

Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl's unique financial planning process, from introductory meeting all the way through plan delivery. You don't want to miss this exclusive look under the hood of how Carl provides finan...

On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors  and XYPN's very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you've probably heard of Michael. And today, you're going to get an awesome introduction to him and hear his amazing story that very few people have actually heard. You can find show notes...