Behind The Advisor

On this episode, we cover your questions about robo-advisors and how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving. While we break our record for answering the least amount of questions in an episode, this is one episode you can't afford to miss.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/28

We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/27

Jude is gifted at being incredibly authentic and has an inspiring story of what you can go through and still become a success. We discuss how he transitioned from being an employee to founding his firm, as well as the personal setbacks he experienced that shaped his journey to success.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/26

Turn up and the volume and listen in as Jim and I chat about his career path and how to get into the compliance market before diving into tips and tools for RIA compliance that all advisors need to know about.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/25

This week we aren't talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24

Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don't understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/23

Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don't want to miss this episode; we just may be answering the question that you've been dying to get an answer to.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/22

This week, I am excited to welcome Justin Rush, the founder for JGR Financial Solutions, to #XYPNRadio.

I knew this interview would be great because Justin has such an awesome story, but it was even better than I had expected because there were a lot of things about Justin's career that I honestly wasn't aware of.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/21

If you're interested in variations of the retainer model, how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the industry, you won't want to miss this insightful interview!

You can find show notes and more information here: https://www.xyplanningnetwork.com/20

Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie's story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/19