Behind The Advisor

This week, we’re talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting w…

Eric has found some truly incredible ways of integrating the traditional financial planners' face-to-face methodology with today’s technology. He's had a career that many financial planners could onl…

On this episode, we cover your questions about robo-advisors and how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how …

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 Direct…

Jude is gifted at being incredibly authentic and has an inspiring story of what you can go through and still become a success. We discuss how he transitioned from being an employee to founding his fi…

Turn up and the volume and listen in as Jim and I chat about his career path and how to get into the compliance market before diving into tips and tools for RIA compliance that all advisors need to k…

This week we aren’t talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you appr…

Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don’t understand the importance. Listen in as Kitces a…

Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t …

This week, I am excited to welcome Justin Rush, the founder for JGR Financial Solutions, to #XYPNRadio.

I knew this interview would be great because Justin has such an awesome story, but it was even …

If you're interested in variations of the retainer model, how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the in…

Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospe…

This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. I’ve actually been following Brittney ever since …

Today, we get to 5 different questions from our XYPN VIP community. Starting with niche marketing to a psychographic instead of a demographic focus, we move on to how your relationships can affect yo…

Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss.

You can find show notes and more information by clicking h…

Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as…

Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid book of business at Northwestern Mutual before ultim…

This week we are back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I k…

Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, if this is an area of interest for you, and if you…

If you are one of those financial planners that believe having a niche doesn’t matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that bel…