Behind the Advisor | XYPN Podcast / Financial Advisors (11)

June 28, 2017

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …

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May 17, 2017

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

It's hard to believe we've already made it to episode 100, but here we are! We're so thrilled you've been with us this long, whether you've listened to every single episode or you only recently discovered the podcast. We're doing something a bit different for this episode to celebrate …

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Episode No. 94 | April 05, 2017

Career changing from teacher to financial advisor - The career of Ryan Frailich

Career changing from teacher to financial advisor - The career of Ryan Frailich

Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But today's guest, Ryan Frailich, is still right at the beginning of establishing his own firm, and has generously agreed to share the ups an …

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March 29, 2017

Ep #93: The path from commission to hybrid to fee-only - An interview with Sean Kernan

Ep #93: The path from commission to hybrid to fee-only - An interview with Sean Kernan

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Episode No. 90 | March 08, 2017

The Myth of Fee Compression for Financial Advisors

Co-hosted by Alan and Michael

The Myth of Fee Compression for Financial Advisors

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February 01, 2017

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face

When you join the free XYPN Radio VIP Community, you'll have an opportunity to interact with experts like today's guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode …

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Episode No. 83 | January 18, 2017

The Future of Investment Management - An Interview with Rick Frisbie

The Future of Investment Management - An Interview with Rick Frisbie

For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …

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December 28, 2016

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …

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