We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
We're thrilled to bring you a very special guest this week: Matt Cosgriff, the quintessential intrapreneur. Most people are familiar with the term entrepreneur. An intrapreneur is the term we use to describe the incredibly powerful model of being able to start a business venture -- bu …
We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it.
We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative.
