Behind the Advisor / Fee-only advisor (3)

Episode No. 321 | November 03, 2021

Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

We’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley …

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July 28, 2021

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …

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January 27, 2021

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolut …

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September 23, 2020

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s epis …

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April 22, 2020

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members Sean Gillespie and Paul Allen—founders of the fee-only firm Redeployment Wealth Strategies—on the show today. Both Sean and Paul chose financial planning as their encore careers after serving in the Navy for over 20 years. After meeting by chance th …

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July 17, 2019

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join the show to dive into these topics and clarify the areas that are under scrutiny. Both …

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June 05, 2019

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehen …

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May 09, 2018

Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

Kyle Mast joins us on the show to talk about his career journey, which started in a family business through a succession plan and ended with him owning his own RIA. He discusses the details of his business, Clarity Financial, LLC, and the strategies he has used to build it successfull …

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