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
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 …
May 09, 2018
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 …
December 06, 2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …
November 22, 2017
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters
XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.
Episode No. 90 | March 08, 2017
The Myth of Fee Compression for Financial Advisors
Co-hosted by Alan and Michael
November 16, 2016
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she's also a recent recipient of the prestigious Independent Financi …
