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 …
Continuing the monthly tradition, Kitces and I return to answer your questions “mailbag style.” We pull your unanswered questions from our VIP community, emails and social media to bring you a fun and interesting take on your unanswered questions.
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.
#XYPNRadio welcomes Andrew Sivertsen to the podcast this week. Andrew is a financial planner, a partner at The Planning Center, and the current chair and past president of NextGen. His firm has led the way in providing innovative new options, like income-based retainers, in financial …
This week, I'm excited to feature Katie Brewer. Katie is one of the founding members of the XY Planning Network and the founder of Your Richest Life, a financial planning firm based in Dallas.
This week, I'm pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm.
.png?width=600&height=400&name=PW%20%20Insider%20Insights%20YT%20Thumbnail%20Image%201920%20%C3%97%201080%20px%20(1).png)
