July 12, 2017
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 proc …
July 05, 2017
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien
We meet so many interesting people and members through XYPN Radio, and today’s guest continues that trend. Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financ …
June 28, 2017
Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson
A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …
June 21, 2017
Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt
Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business. Today's guest, XYPN member Meg Bartelt, started her own RIA in May 2016 and is here to share her experience.
June 14, 2017
Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony
We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be a keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.
June 07, 2017
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.
June 01, 2017
Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX
You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky to have Ric McConkey, Managing Partner at FMeX, with us today to talk about how his service helps advisors provide clients with valuable, rel …
May 24, 2017
Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.
