What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today. Alex is now an associate planner with Gen Y Plann …
Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).
Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.
As we continue to use technology to run better RIAs, the issue of data security in financial planning becomes more and more pressing to understand. Today, we're getting answers and information on security, archiving, encryption, and more.
This week on #XYPNRadio, we're sharing an interview with Wealthbox CRM co-founders John Rourke and Dan Ferranti -- and what it takes to create the perfect CRM.
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
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