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 …
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 …
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 …
%20(4).png)
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.
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 …
.png)
