#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis
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
Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

At XY Planning Network, we have a...

June 15, 2016/by Alan Moore
Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology

Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology

Michael Kitces joins Alan for a...

June 08, 2016/by Alan Moore
EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

We're hitting a major milestone with...

June 01, 2016/by Alan Moore
Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

This week, we're hearing about the...

May 25, 2016/by Alan Moore
Ep #48: How to Advise on Student Loans in Financial Planning

Ep #48: How to Advise on Student Loans in Financial Planning

Heather Jarvis joins the podcast to...

May 18, 2016/by Alan Moore
Ep #47: Family and Financial Planning - The Career of Pam Horack

Ep #47: Family and Financial Planning - The Career of Pam Horack

We're excited to welcome Pam Horack...

May 11, 2016/by Alan Moore

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Popular Posts:

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis