XYPN Radio / Finance (3)

June 07, 2017

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.

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June 01, 2017

Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky to have Ric McConkey, Managing Partner at FMeX, with us today to talk about how his service helps advisors provide clients with valuable, rel …

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May 24, 2017

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.

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May 17, 2017

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

It's hard to believe we've already made it to episode 100, but here we are! We're so thrilled you've been with us this long, whether you've listened to every single episode or you only recently discovered the podcast. We're doing something a bit different for this episode to celebrate …

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May 10, 2017

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

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May 03, 2017

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

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April 26, 2017

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

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April 19, 2017

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

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