Posts

Ep #20: Net Worth and Income-Based Retainers from The Planning Center

#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,…

Ep #19: The Career of Katie Brewer - Using Speaking Gigs to Get Prospective Clients (and Income!)

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. Katie’s career path may sound familiar.…

Ep #18: The Career of Brittney Castro - From $0 to $250k Revenue in 24 Months with No AUM

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. I’ve actually been following Brittney ever since I first started my firm back in 2012,…

Ep #17: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

Continuing our monthly tradition, Michael Kitces and I return to answer your questions, “mailbag style.” We reach into our emails and VIP community to answer your questions from this past month. This new monthly bonus episode series…

Ep #16: The Rise Of The Robo Advisor with Steve Lockshin

This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself. Steve started an RIA that was managing over $15 billion when…

Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

We're getting a little ranty on #XYPNRadio this week, but for good reason. We're covering financial planning for young clients: why it matters and how to do it. A recent article in Financial Advisor magazine sparked a strong reaction…

Ep #14: The Career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner

Today’s interview is with Daniel Wrenne, CFP and founder of Wrenne Financial Planning. Daniel was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Over the…

Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience

This week, we're back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money -- and the best writer and brand builder I know in financial planning. Matt has…

Ep #12: BONUS EPISODE - Alan & Kitces Unhinged (Mailbag style!)

We're starting something new. this week! This is the first of a new monthly bonus episode series where Michael Kitces and I will answer your questions. Using this like a "mailbag" episode, we'll reach into our emails and pull out questions…

Ep #11: Crisis of Differentiation and the Niche Imperative

We're changing things up a little bit this week on #XYPNRadio! Michael Kitces and I co-host this episode about the crisis of differentiation and the niche imperative. Differentiation and niches in business are an incredibly important…