In response to repeated requests, Catalina Franco-Cicero joined us on the show to share her unique journey that brought her into the financial planning profession.
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episod …
This week, John McCarthy joins us for a discussion about leveraging lessons learned after launching and ultimately closing his own financial planning firm.
This week our guest is Megan Carpenter. She is the co-founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. As a recognized expert in PR for advisors, Megan outlines just how to obtain press coverage and …
Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opportunity to spend some quality one-on-one time talking with members of the XYPN community.
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
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!).
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