XYPN Radio / Processes

February 20, 2019

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more s …

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January 24, 2018

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specif …

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