Behind The Advisor

Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Planning Network. He discusses getting his college educati…

This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner o…

If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of …

On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career…

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help client…

If you're new to the industry or considering financial planning (to make it official, since your friends all come to you for financial advice already!) and want to take a non-traditional, completely …

Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know some…

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane…

Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions that came in from the XYPN VIP community, email, and social media.

You can…

Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. You will learn how to de…

In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you …

Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to …

On this episode of #XYPNRadio, I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor wi…

This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his uniqu…

Matt’s experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your ex…

How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial advisor does it -- and how you can apply her ideas, …

This week on #XYPNRadio, I’m excited to bring you an interview with Wealthbox CRM’s co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I lea…

This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems.

You can find show notes and more …

This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA,…

Today, we are talking about what expectations are realistic to have in your first year of business, regarding income, and why a side hustle is vital to your success. We then dive into the four areas …