Behind The Advisor

Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current state of financial planning, what's new, what's coming, and where the money is flowing from. We also address the topic of RoboAdvisors and (as you'll find out) how he is actually partially responsible for the proliferation of the word, RoboAdvisor.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/8

Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing partner of Bluestem Financial Advisors, LLC. His story embodies one that many of us have always aspired to be a part of.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/7

Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they've always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he finally built a business to support his incredible life.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/6

Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. You won't want to miss this inside look at how LLIS is set-up and how they work with advisors to ensure their clients get the best service possible.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/5

Are you struggling to figure out how to build and grow your own financial practice firm? Not sure which media platform to start off with? The good news is that Jeff isn't shy when it comes to sharing what's working for his business. Wondering what's the bad news? There is none, just press "play" to learn how he uses social media & blogging to support and build his business and how you can do then same for your company.

For complete show notes and more information click here: https://www.xyplanningnetwork.com/4

If you're struggling with the decision on whether or not to launch your own firm and what it's going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button...

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/3

Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl's unique financial planning process, from introductory meeting all the way through plan delivery. You don't want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/2

On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN's very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you've probably heard of Michael. And today, you're going to get an awesome introduction to him and hear his amazing story that very few people have actually heard.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/1