The Department of Labor, or DOL, recently passed a new fiduciary rule that has big implications for the financial planning industry. But many advisors don't understand how the fiduciary rule directly impacts them.
On this episode of #XYPNRadio, we're chatting with a very special guest: financial planner, financial planning mentor, and XY Planning Network member Andrea Eaton of Cornerstone Wealth Advisors.
This week on #XYPNRadio, I'm honored to welcome the man that helped me start in the financial planning world, Caleb Brown.
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Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
Welcome to the inaugural episode of #XYPNRadio, the podcast dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. We’re really excited to publish the show live for a …
Ever wished there was a badass podcast show just for you, the financial advisor who wants to launch your own firm to serve your ideal clients? We hear you -- and we shared that wish. That's why XY Planning Network is launching a brand new podcast, XYPN Radio, on August 24th!
