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 …
August 03, 2016
Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model
Many advisors feel overwhelmed while trying to establish fee structures when they transition to getting paid for the services they provide. Selecting a pricing model was, historically, never an issue because most fee-only financial advisors worked were paid based on the assets they ma …
July 13, 2016
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More
Alan and Michael Kitces are back to bring you another mailbag episode, answering your questions sent in via email, social media, and the XYPN Radio VIP Group.
