January 25, 2017
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant
Today we're talking about a few topics that don't often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial …
January 18, 2017
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …
January 11, 2017
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …
January 05, 2017
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …
December 28, 2016
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …
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 …
December 14, 2016
Ep #78: Compliance Mailbag with Jim Cullen
This week on #XYPNRadio, Jim Cullen joins the podcast again for a compliance mailbag episode. Jim is the President of Financial Planners Assistance Corp., a compliance firm that works with independent RIAs and financial planning firms.
December 07, 2016
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad
Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise buildin …
