Posts

Ep #30: SEO for Financial Advisors with Brent Carnduff

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 website a few years ago; he completely blew…

Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge

Over the last 28 episodes, we have talked about a lot of different topics, some more in depth than others. This week, however, we're covering a subject we have never fully discussed. Today, I am excited to bring you a first on #XYPNRadio…

Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

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. On this episode, we cover your questions about robo-advisors,…

Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk

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! Kali…

Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success

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…

Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm

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…

Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces

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…

Ep #23: The How and Why of Monthly Retainers with Alan & Kitces

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…

Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

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…

Ep #21: The Career of Justin Rush - How a Failed Startup Attempt Led to Success

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…