On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46

If you're new to the industry or considering financial planning (to make it official, since your friends all come to you for financial advice already!) and want to take a non-traditional, completely unique path to success, Pam's career story and experience will leave you inspired. And if you're an established pro, Pam's perspective can help you see your own business in a whole new, fun, and creative light.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/45

Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know something is going on with the recent announcement that the Department of Labor Fiduciary made, but you are not entirely sure what it all means and just how these rule changes affect you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/44

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/43

Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions that came in from the XYPN VIP community, email, and social media.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/42

Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. You will learn how to develop an effective sales process for your firm through Nancy's insights.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/41

In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you can learn to enjoy and accept your success.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/40

Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to hold yourself accountable in your writing to stay on schedule. Mary Beth then dives into how long it took  her to write Work Your Wealth and exactly how much she spent to get it published.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/39

On this episode of #XYPNRadio, I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor with Cornerstone Wealth Advisors.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/38

This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen.

Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/37