XYPN Radio / Assets Under Management (AUM)

July 17, 2019

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join the show to dive into these topics and clarify the areas that are under scrutiny. Both …

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May 02, 2018

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs, detailing how she ended up starting her own successful business and how she dealt with the downside of business ownership. She gets real wit …

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January 31, 2018

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …

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October 11, 2017

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

What would you do if you were forced to find a different job? It happened to Galen. He is the founder of Buff Your Finances and was following a typical career path of a financial planner when he had the opportunity to work as a virtual paraplanner for another advisory. He made the mis …

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October 04, 2017

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …

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September 27, 2017

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Amy Irvine, founder of Irvine Wealth Planning Strategies, is no stranger to hard work. Her finance career started out on a typical succession planning path, but after being told she couldn’t roll out a service model to serve younger clients she decided to split off and join another fi …

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September 21, 2016

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

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.

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August 03, 2016

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Many advisors feel overwhelmed while trying to establish fee structures when they transition to getting paid for the services they provide. Selecting a pricing model was, historically, never an issue because most fee-only financial advisors worked were paid based on the assets they ma …

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