Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
December 28, 2015
This week, Kitces and I return to the podcast to bring you yet another mailbag episode. This time, we answer four of the burning questions we've received from the #XYPNRadio VIP community.
On this episode, we cover your questions about robo-advisors, how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving.
Listen in below!
Listen to the Full Interview:
What You'll Learn From This Episode:
- What robo-advisors will do to the world of financial planning.
- How robo-advisors can be used in your firm.
- The dynamics of changing your career to planning.
- The advantages that a financial planner that changed careers has.
- What you can do now to prepare yourself for starting a firm in the next five years.
- The challenges that larger firms face in adopting a monthly fee.
- How to become an intrapreneur.
Featured on the Show:
- Connect with Michael: Kitces.com| Nerd’s Eye View | Facebook | Twitter | LinkedIn | Google+| YouTube
- XYPN Radio Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm
- XYPN Radio Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success
- XYPN Radio Ep #7: The Career of Jake Kuebler – How He Bought a Fee-Only Firm at 25 Years Old
- Pat Flynn
- Podcast Movement
- Wealthfront
- Betterment Institutional
- eMoney
- LearnVest
- Quovo
- Envestnet
- Jemstep Advisor Pro
- Laser App
- Life Planning Partners
- FPA NexGen
- NAPFA Genesis
- Ronald Blue & Co
- Abacus
This Episode Is Sponsored by:
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- Financial Planning (197)
- Advisors (172)
- Financial Education (138)
- Fee-only advisor (136)
- Financial Planners (135)
- Millennials (116)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Financial Advisors (88)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Entrepreneurship (77)
- Business Development (57)
- Niche (53)
- Advisor Success (49)
- Building Your Firm (45)
- RIA (44)
- Growth (34)
- Career Changers (31)
- Networking & Community (30)
- Starting a Firm (28)
- Staffing & HR (27)
- Family (23)
- Launching a firm (23)
- Social Responsibility (22)
- Compliance (21)
- Financial Plan (21)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Taxes (14)
- First Year (13)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Scaling (12)
- Tech Stack (12)
- Communication (11)
- Women (10)
- Family Business (9)
- Preparing to Launch (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- Preparing to Launch (7)
- RIA Owner (7)
- Work Life Balance (7)
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