Ranked #1
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firm... Read more
28 Nov 2018
•
1hr 13mins
Ranked #2
Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces
Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces
Every year, we collect data from our members to track where they are in their business so we can better understand their... Read more
20 Nov 2019
•
1hr 1min
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Ranked #3
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success
Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowle... Read more
26 Dec 2018
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1hr 3mins
Ranked #4
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren
Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren
Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career jour... Read more
12 Sep 2018
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1hr 7mins
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Ranked #5
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth an... Read more
29 Aug 2018
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55mins
Ranked #6
Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill
Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill
How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have... Read more
17 Jul 2019
•
1hr 6mins
Ranked #7
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many ... Read more
6 Nov 2019
•
1hr 10mins
Ranked #8
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors ... Read more
14 Oct 2015
•
58mins
Ranked #9
Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he w... Read more
7 Oct 2015
•
47mins
Ranked #10
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
This week we are back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the... Read more
30 Sep 2015
•
54mins
Ranked #11
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
Morgen Rochard started out trading but eventually ended up owner her own RIA firm. In this episode we will learn how her... Read more
14 Nov 2018
•
1hr 12mins
Ranked #12
Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley
Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley
Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot ... Read more
4 Dec 2019
•
59mins
Ranked #13
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can b... Read more
25 Nov 2015
•
1hr 7mins
Ranked #14
Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM
Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM
This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Wom... Read more
28 Oct 2015
•
1hr 1min
Ranked #15
Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan
Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan
Joe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the... Read more
4 Mar 2020
•
57mins
Ranked #16
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of h... Read more
11 Mar 2020
•
53mins
Ranked #17
Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life
Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life
When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last t... Read more
17 Oct 2018
•
1hr 2mins
Ranked #18
Ep #237: Personalize Your Sales Process with BB Webb
Ep #237: Personalize Your Sales Process with BB Webb
BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today... Read more
8 Jan 2020
•
58mins
Ranked #19
Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson
Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson
Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind... Read more
10 Oct 2018
•
1hr 1min
Ranked #20
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman
Kingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been... Read more
1 Jan 2020
•
59mins
