Behind the Advisor

/ Fee-only advisor (7)

October 07, 2015

Ep #14: The Career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner

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 …

Listen now

Episode No. 7 | August 28, 2015

The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old

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.

Listen now

August 26, 2015

Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Maurer

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.

Listen now