January 20, 2016
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
This week on #XYPNRadio, we're chatting with J.D. Bruce. J.D. is the president of Abacus Wealth Partners, a firm based out of Santa Monica that manages over $1.5 billion in assets.
December 02, 2015
Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
After last week’s episode, Kitces and I received tons of questions about a portion of the monthly retainer model that we hadn’t gotten into yet. If you remember, we discussed how and why financial planners need to provide financial planning to clients for a monthly fee. What we didn’t …
November 25, 2015
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
This week on #XYPNRadio, we're talking about an issue that has come up in multiple episodes: providing financial planning on a monthly retainer basis. As our XYPN members know, having a monthly subscription fee option is required to join our network -- but this is not a model that mos …
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 …
October 07, 2015
Ep #14: The Career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the last ten months, he's built and ran his business …
Episode No. 7 | August 28, 2015
The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard.
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.
