XYPN Radio / Professionals (3)

November 02, 2016

Ep #72: Creating an Encore Career with Linden Cornett

Ep #72: Creating an Encore Career with Linden Cornett

Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial indepen …

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October 26, 2016

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, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.

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October 19, 2016

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 to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episod …

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October 05, 2016

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 Carpenter. She is the co-founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. As a recognized expert in PR for advisors, Megan outlines just how to obtain press coverage and …

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September 28, 2016

Alan & Kitces Unhinged

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

Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.

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September 21, 2016

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 planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.

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September 14, 2016

Ep #65: Developing a Specialty Service Around College Planning

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.

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September 07, 2016

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 comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).

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