Behind the Advisor / Business Development (7)

October 28, 2015

Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM

Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM

This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.

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September 23, 2015

Ep #11: Crisis of Differentiation and the Niche Imperative

Ep #11: Crisis of Differentiation and the Niche Imperative

We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.

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Episode No. 4 | August 25, 2015

Blogging Your Way To The Top

With Jeff Rose

Guest Headshot

Some advisors build practices, and others build platforms. Jeff Rose has done both, and in this episode, we unpack exactly how.

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August 24, 2015

Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning

Ep #1: The Career of Michael Kitces - How He Became the

Welcome to the inaugural episode of #XYPNRadio, the podcast dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. We’re really excited to publish the show live for a …

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