Behind The Advisor

Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/58

Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups.

This week, Stephen shares his thoughts on the newest trends currently developing in the industry and poised to make a big impact. He also provides advice on how fellow advisors can best prepare for them.

Stephen also details his career path, including how he started his own financial consulting business in college and what he did to make sure that the business became successful.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/57

This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also share tips on how to jump start your career and make progress in your work.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/56

On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the decisions and mistakes he made along the way, what he learned, and his recommendations for advisors looking to make the transition into a virtual business.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/55

This week, we're excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.

Tune in for Jennifer's insights, advice, and thoughts on her career path, starting her own RIA, and managing an organization dedicated to making financial knowledge accessible to everyone.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/54

Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of her fee structure and why she uses the model she chose. We also cover the enormous benefits inherent in running a virtual practice.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/53

Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business.

If you're considering making the leap to starting your own firm but you are uncertain of how to balance digital marketing with more familiar strategies, tune in: Chris has some incredibly valuable in-person networking tips that you can start using today to go from struggling to bring in clients to having the clients come to you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/52

Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.

We look at tools that promise to simplify your life and determine whether or not they actually live up to that promise, and dive into the exact tasks computers should be in charge of doing and which tasks you should keep on your own to-do list.

You can find show notes and other information by clicking here: http://www.xyplanningnetwork.com/51

Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Planning Network. He discusses getting his college education in financial planning, starting XYPN, and everything in between.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/50

This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed in creating your own business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/49