A key idea we hold here at XYPN is that it's usually a good idea to get experience in the financial services industry - or even another industry - before starting your own RIA. Our guest on this episode, Bill Nelson, had a career in compliance and then with a broker dealer before fina …
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 …
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …
Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.
This week on #XYPNRadio, we're chatting with J.D. Bruce. J.D. is the president of Abacus Wealth Partners, a firm based out of Santa Monica that manages over $1.5 billion in assets.
After last week’s episode, Kitces and I received tons of questions about a portion of the monthly retainer model that we hadn’t gotten into yet. If you remember, we discussed how and why financial planners need to provide financial planning to clients for a monthly fee. What we didn’t …
This week on #XYPNRadio, we're talking about an issue that has come up in multiple episodes: providing financial planning on a monthly retainer basis. As our XYPN members know, having a monthly subscription fee option is required to join our network -- but this is not a model that mos …
