Can you create a profitable business that caters to clients with negative cash flow? Garrett Philbin is working to test that question and find out. Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financ …
Many advisors feel overwhelmed while trying to establish fee structures when they transition to getting paid for the services they provide. Selecting a pricing model was, historically, never an issue because most fee-only financial advisors worked were paid based on the assets they ma …
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, we get to hear from Stephen Alred, an entrepreneur passionate about helping others build a life they can truly enjoy via achieving their financial goals. Stephen is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tec …
Alan and Michael Kitces are back to bring you another mailbag episode, answering your questions sent in via email, social media, and the XYPN Radio VIP Group.
On this week's episode, we're answering some great questions that podcast listeners asked after Alan shared his career path and experience in the industry on Episode 50.
This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
