Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).
Michael and Alan are back for another episode of Alan and Kitces Unhinged. Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why adv …
Andrew McFadden took a traditional route to a career in financial planning. He earned a degree in business and went on to get his MBA. He also worked as a stock analyst and interned at an RIA.
Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?
Can you create a profitable business that caters to clients with negative cash flow? Garrett Philbin is working to test that question and find out. Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financ …
