This week, Kitces and I return to the podcast to bring you yet another mailbag episode. This time, we answer four of the burning questions we've received from the #XYPNRadio VIP community.
We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!
This week on #XYPNRadio, I am honored to bring you Jude Boudreaux, the founder of Upperline Financial Planning in New Orleans. Jude was one of our fantastic speakers at our XYPN conference back in September, and based on the incredible reception he received at the event, I knew I had …
This week on #XYPNRadio, I am excited to bring you what you need to know about RIA compliance. We're chatting with Jim Cullen, President of Financial Planners Assistance Corp. FPAC is a compliance firm that works with independent RIAs and financial planning firms.
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 …
This week, I'm excited to welcome Justin Rush, founder of JGR Financial Solutions, to #XYPNRadio! I've known Justin for several years through our membership on the NAPFA Genesis Board, a segment of NAPFA for financial planners 33 years old and under.
