Behind the Advisor / Business Development (7)

Episode No. 4 | August 25, 2015

Blogging Your Way To The Top

With Jeff Rose

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

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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