January 18, 2017
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …
January 11, 2017
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …
January 05, 2017
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …
December 28, 2016
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …
