Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
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.
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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Some advisors build practices, and others build platforms. Jeff Rose has done both, and in this episode, we unpack exactly how.
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 …
