February 10, 2021

Building an Authentic Firm That’s a Magnet for Clients

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients wh …

Listen now

April 10, 2019

Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You’ll lea …

Listen now

October 25, 2017

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

  What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today.  Alex is now an associate planner with Gen Y Pl …

Listen now

August 23, 2017

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

  Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that many advisors - especially those with smaller businesses - are not tracking their metrics and gathering this important data. Shawn Tydlaska joins us again to shed …

Listen now

August 16, 2017

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, after taking a leap out of the world of broker-dealers so he could have more fun with pl …

Listen now

August 09, 2017

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

We often talk about the utility of the retainer model here at XYPN. One of our earliest members, Cristina Guglielmetti, is cleverly combining retainer clients with a lot of project work to craft an uber-flexible schedule that you'll find interesting.

Listen now

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!

Listen now

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 …

Listen now

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.

Listen now

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 pr …

Listen now

Get episode alerts by email