Behind The Advisor

Behind The Advisor

Por: XYPN
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
412 episodios disponibles

Latest episodes of the podcast Behind The Advisor

Mostrando página 17 de 21

Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez 22/03/2017
Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management 15/03/2017
Ep #90: The Myth of Fee Compression for Financial Advisors - Co-hosted by Alan and Michael 08/03/2017
Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke 01/03/2017
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore 22/02/2017
Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes 15/02/2017
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard 08/02/2017
Ep #85: Surviving the Wirehouse Trap 01/02/2017
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant 25/01/2017
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie 18/01/2017
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce 11/01/2017
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces 05/01/2017
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira 28/12/2016
Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North 21/12/2016
Ep #78: Compliance Mailbag with Jim Cullen 14/12/2016
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad 07/12/2016
Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo 30/11/2016
Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen 23/11/2016
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia 16/11/2016
Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap 09/11/2016
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