XYPN Radio / Finance (2)

August 02, 2017

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!

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July 26, 2017

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

We know our mailbag is overflowing, so we're back with another Alan & Kitces Unhinged episode to answer as many of your questions as possible! In this episode we're talking E&O insurance and when to get it; how to decide between two distinct niches you may be serving; and what …

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July 19, 2017

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

We're really excited about our guest, Farnoosh Torabi, because a lot of you will be meeting her later this year at #XYPN17! Farnoosh is one of our keynote speakers, and on this episode she gives a little sneak preview of what she'll be talking about.

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July 12, 2017

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Helen Ngo shares her experience working her way into the financial planning world and starting her own successful business by the age of twenty-six. There’s a whole lot to take away and apply to your own business plan, whether you want to start a business or you're already in the proc …

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July 05, 2017

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

We meet so many interesting people and members through XYPN Radio, and today’s guest continues that trend. Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financ …

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June 28, 2017

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …

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June 21, 2017

Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business. Today's guest, XYPN member Meg Bartelt, started her own RIA in May 2016 and is here to share her experience.

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June 14, 2017

Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be a keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.

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