XYPN Radio / NextGen (4)

April 19, 2017

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

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April 12, 2017

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

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April 05, 2017

Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich

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March 29, 2017

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

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March 22, 2017

Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez

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March 15, 2017

Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

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February 15, 2017

Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes

On today's episode we hear from André Novaes, founder and CEO of LifeFP. LifeFP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives w …

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February 08, 2017

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the mo …

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