#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Adele Martin may just be one of the...

November 16, 2016/by Alan Moore
Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap

Ep #73: Fiborg and the Future of the Financial Planning Industry - An Interview with Steve Dunlap

Steve Dunlap is our guest on the ...

November 09, 2016/by Alan Moore
Ep #72: Creating an Encore Career with Linden Cornett

Ep #72: Creating an Encore Career with Linden Cornett

Linden Cornett is working on an...

November 02, 2016/by Alan Moore
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

In response to repeated requests,...

October 26, 2016/by Alan Moore
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Daniel Wrenne revisits the podcast...

October 19, 2016/by Alan Moore
Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

This week our guest is Megan...

October 05, 2016/by Alan Moore
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Michael and Alan are back for...

September 28, 2016/by Alan Moore
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...

September 21, 2016/by Alan Moore
Ep #65: Developing a Specialty Service Around College Planning

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for...

September 14, 2016/by Alan Moore
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Trace Tisler walked away from a...

September 07, 2016/by Alan Moore
Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Michael and Alan are back for...

August 31, 2016/by Alan Moore
Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Andrew McFadden took a traditional...

August 24, 2016/by Alan Moore
Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Are you thinking about becoming part...

August 17, 2016/by Alan Moore
Ep #60: Financial Life Coaching with Garrett Philbin

Ep #60: Financial Life Coaching with Garrett Philbin

Can you create a profitable business...

August 10, 2016/by Alan Moore
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...

August 03, 2016/by Alan Moore
Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Do you want to start your own...

July 27, 2016/by Alan Moore
Ep #57: How to Be an Entrepreneur in Financial Planning

Ep #57: How to Be an Entrepreneur in Financial Planning

This week, we get to hear from...

July 20, 2016/by Alan Moore
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Alan and Michael Kitces are back to...

July 13, 2016/by Alan Moore
Ep #55: How to Transition to Working as a Virtual Advisor

Ep #55: How to Transition to Working as a Virtual Advisor

On this week's episode, we're...

July 06, 2016/by Alan Moore
Ep #54: Developing a Financial Literacy Program with Jennifer Harper

Ep #54: Developing a Financial Literacy Program with Jennifer Harper

This week, we’re excited to welcome...

June 29, 2016/by Alan Moore
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

This week, we’re excited to welcome...

June 22, 2016/by Alan Moore

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