Episode No. 323 | May 19, 2021
XYPN’s 2021 Benchmarking Survey Results Review
With Alan Moore and Michael Kitces
XYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and nic …
Episode No. 288 | December 30, 2020
XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends th …
December 02, 2020
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Bro …
July 15, 2020
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces
We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, w …
Episode No. 257 | May 27, 2020
The Experiences of Running a Newly Launched Firm During the 2008 Market Crash
With Diana Bacon and Scott Bell
We’re excited to have XYPN members Diana Bacon, with FSG out of Dallas, TX, and Scott Bell with GDP, inc out of Manhattan Beach, CA on the show today. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experien …
May 06, 2020
Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde
We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - s …
April 15, 2020
Ep #251: Making Advice Available in the Time of COVID-19
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …
December 18, 2019
Ep #234: A Successful Succession Plan: An Interview with David Shotwell
Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you nev …
