Alan and Michael Kitces are back to bring you another mailbag episode, answering your questions sent in via email, social media, and the XYPN Radio VIP Group.
On this week's episode, we're answering some great questions that podcast listeners asked after Alan shared his career path and experience in the industry on Episode 50.
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
At XY Planning Network, we have a lot of resources that help financial advisors start and run virtual firms (like our free ebook, The Virtual Advisor). Forgoing the traditional, physical office space not only reduces a lot of overhead, but it also provides you with more flexibility an …
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
We're hitting a major milestone with this show: this is episode 50 of XYPN Radio!
This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed …
