Behind The Advisor

If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of your clients will face.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/48

On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career.

If you have a family or are thinking of starting one, then this is one episode you cannot afford to miss.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/47

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

f you struggle with lead conversion, Nancy breaks down how to build a thoughtful, effective sales process that actually reflects how advisors want to serve. She shares the powerful frameworks she's developed and used with advisors around the world to help them have better conversations and close the right clients, the right way.

If you're ready to feel more confident about how you bring new clients into your firm, this episode is packed with insight you can put into action right away.

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