Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters. In today's episode, we discuss the intricacies of hosting a podca …
We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in m …
BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their …
The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs an …
What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that and more. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to …
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between prospecting and marketing, varying service models, how to educate yourself on financial planning, and E&O insurance.
