November 11, 2015
Ep #20: Net Worth and Income-Based Retainers from The Planning Center
#XYPNRadio welcomes Andrew Sivertsen to the podcast this week. Andrew is a financial planner, a partner at The Planning Center, and the current chair and past president of NextGen. His firm has led the way in providing innovative new options, like income-based retainers, in financial …
August 26, 2015
Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Maurer
Today, we’re excited to welcome the sponsor of #XYPNRadio Launch Week, Mark Maurer! Mark is the president and CEO of LLIS.
Episode No. 2 | August 24, 2015
Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
With Carl Richards
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Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
