Behind The Advisor
Episodes
Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti
09 Aug 2017
Contributed by Lukas
We often talk about the utility of the retainer model here at XYPN. One of our earliest members, Cristina Guglielmetti, is cleverly combining retainer...
Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari
02 Aug 2017
Contributed by Lukas
Mike Solari started his own independent firm in 2012 without a single client. He joined us here at XYPN in 2014, and we've gotten to witness his busin...
Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
26 Jul 2017
Contributed by Lukas
We know our mailbag is overflowing, so we're back with another Alan & Kitces Unhinged episode to answer as many of your questions as possible! We've...
Ep #109: When She Makes More - An Interview With Farnoosh Torabi
19 Jul 2017
Contributed by Lukas
Farnoosh Torabi is one of our keynote speakers at #XYPN17 this year, and on this episode she gives a little sneak preview of what she'll be talking ab...
Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo
12 Jul 2017
Contributed by Lukas
Helen Ngo is here today to share her experience working her way into the financial planning world and starting her own successful business by the age ...
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien
05 Jul 2017
Contributed by Lukas
Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to impr...
Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson
28 Jun 2017
Contributed by Lukas
When Bill Nelson realized that working on Capitol Hill wasn't for him, he joined Price Waterhouse Cooper and became an expert on compliance. But when ...
Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt
21 Jun 2017
Contributed by Lukas
Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your ow...
Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony
14 Jun 2017
Contributed by Lukas
We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be our keynote speaker at #XYPN17 this year! Mitch is a com...
Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
07 Jun 2017
Contributed by Lukas
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some uniqu...
Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX
07 Jun 2017
Contributed by Lukas
You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky enough...
Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!
24 May 2017
Contributed by Lukas
It's been a while since we dug into our mailbag, so we're back with another Alan & Kitces Unhinged episode. On this edition: the differences between p...
Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100
17 May 2017
Contributed by Lukas
It's hard to believe we've already made it to episode 100, but here we are! We're so thrilled you've been with us this long, whether you've listened t...
Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done
10 May 2017
Contributed by Lukas
Many of you listeners will be familiar with (and undoubtedly excited to hear from) our very own Director of Getting Shit Done, Maddy Roche. She's shif...
Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss
03 May 2017
Contributed by Lukas
Arlene Moss re-entered the workforce after raising children, and became a coach for the Alliance of Comprehensive Planners. After realizing there were...
Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews
26 Apr 2017
Contributed by Lukas
Just a few years ago, Dan Andrews was working as an investment manager for a broker dealer and running a side blog about personal and professional dev...
Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson
19 Apr 2017
Contributed by Lukas
Seth Johnson of Redi2 Technologies was working for an enterprise software company where his team focused on building an excellent billing software for...
Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella
12 Apr 2017
Contributed by Lukas
It's always fun to catch up with longtime members of XYPN because we've witnessed eachothers' struggles and triumphs alike. Today's guest, Jason Mirab...
Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich
05 Apr 2017
Contributed by Lukas
Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But to...
Ep #93: The Path from Commission to Hybrid to Fee-only - An Interview with Sean Kernan
29 Mar 2017
Contributed by Lukas
Being an independent advisor is often the second, third, or even fourth stop in many advisors' careers. Sean Kernan, independent RIA owner and host o...
Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez
22 Mar 2017
Contributed by Lukas
We're very excited to have Chris Rodriguez of the National Disability Institute with us to teach us about ABLE accounts, a relatively new benefit for ...
Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management
15 Mar 2017
Contributed by Lukas
Scott and First Ascent are blowing up industry norms on the asset management side of financial planning, freeing the firm from the legacy data that h...
Ep #90: The Myth of Fee Compression for Financial Advisors - Co-hosted by Alan and Michael
08 Mar 2017
Contributed by Lukas
Fee compression might sound like a strange or complicated term, but it's basically the idea that as the financial planning/asset management space bec...
Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke
01 Mar 2017
Contributed by Lukas
Nancy Bleeke is the founder of Sales Pro Insider and the developer of the Genuine Sales Process. Nancy is a goldmine of great information and has an ...
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
22 Feb 2017
Contributed by Lukas
Chloé graduated from the University of Alabama and immediately started studying to become a CFP. After several jobs as an associate planner and manag...
Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
15 Feb 2017
Contributed by Lukas
On today's episode we hear from André Novaes, founder and CEO of Life FP. Life FP is a monthly retainer firm in Brazil with about 3,000 clients, 45 a...
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
08 Feb 2017
Contributed by Lukas
Virtual paraplanning is probably the most requested interview topic from listeners. Jennifer Pritchard has one of the most unique and awesome jobs i...
Ep #85: Surviving the Wirehouse Trap
01 Feb 2017
Contributed by Lukas
Brian is the owner of Face 2 Face Financial Planning, a fee-only RIA in Kalamazoo, Michigan. He's a second generation planner who was introduced to th...
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant
25 Jan 2017
Contributed by Lukas
Today we're talking about some topics that don't often get discussed in the financial planning space: how your mental health and business are related,...
Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
18 Jan 2017
Contributed by Lukas
Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what w...
Ep #82: Scaling Your RIA - An Interview with J.D. Bruce
11 Jan 2017
Contributed by Lukas
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business ...
Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces
05 Jan 2017
Contributed by Lukas
We closed 2016 out with 350 members; hitting our 20-year goal in just two years. Whoa! As accidental entrepreneurs who sought the freedom to build a ...
Ep #80: Planner, Professor, and Parent - the Career of Inga Chira
28 Dec 2016
Contributed by Lukas
Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for ...
Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North
21 Dec 2016
Contributed by Lukas
Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and ...
Ep #78: Compliance Mailbag with Jim Cullen
14 Dec 2016
Contributed by Lukas
Jim is the President of Financial Planners Assistance Corp. FPAC is a compliance firm that works with independent RIAs and financial planning firms....
Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad
07 Dec 2016
Contributed by Lukas
Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertisin...
Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
30 Nov 2016
Contributed by Lukas
In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN net...
Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen
23 Nov 2016
Contributed by Lukas
This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in W...
Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia
16 Nov 2016
Contributed by Lukas
Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. She's a recent recipient of the prestigious Indepen...
Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap
09 Nov 2016
Contributed by Lukas
Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help ad...
Ep #72: Creating an Encore Career with Linden Cornett
02 Nov 2016
Contributed by Lukas
Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial v...
Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero
26 Oct 2016
Contributed by Lukas
Catalina Franco-Cicero joins #XYPN Radio to share one of the most unusual journies any financial planner has taken into the profession. She's current...
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne
19 Oct 2016
Contributed by Lukas
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing clien...
Ep #69: Fail Fast and Pivot Quickly with John McCarthy
12 Oct 2016
Contributed by Lukas
This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his previous business - an RIA...
Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter
05 Oct 2016
Contributed by Lukas
This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for...
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16
28 Sep 2016
Contributed by Lukas
Michael and Alan are back for another Unhinged episode after wrapping up #XYPN16 in San Diego. We had a blast at the conference and loved the opport...
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
21 Sep 2016
Contributed by Lukas
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week t...
Ep #65: Developing a Specialty Service Around College Planning
14 Sep 2016
Contributed by Lukas
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around...
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler
07 Sep 2016
Contributed by Lukas
Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... wi...
Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More
31 Aug 2016
Contributed by Lukas
Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insura...
Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden
24 Aug 2016
Contributed by Lukas
The path to success requires entrepreneurs to weather many storms, and Andrew's story and his advice for other financial professionals considering lau...
Ep #61: Beyond the Buyout: Rebranding, Rebuilding, and Redefining a Firm
17 Aug 2016
Contributed by Lukas
What if taking over a firm through a succession plan was just the beginning, not the end, of the story? When Hannah Moore entered into a successi...
Ep #60: Financial Life Coaching with Garrett Philbin
10 Aug 2016
Contributed by Lukas
Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundatio...
Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model
03 Aug 2016
Contributed by Lukas
If you're having a difficult time valuing your time or lining the services you provide up with an appropriate pricing structure, tune into this episod...
Ep #58: Break Away from Selling Products and Launch a Fee-Only RIA
27 Jul 2016
Contributed by Lukas
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? T...
Ep #57: How to Be an Entrepreneur in Financial Planning
20 Jul 2016
Contributed by Lukas
Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups. This w...
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More
13 Jul 2016
Contributed by Lukas
This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also sh...
Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations
06 Jul 2016
Contributed by Lukas
On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business fro...
Ep #54: Developing a Financial Literacy Program with Jennifer Harper
29 Jun 2016
Contributed by Lukas
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 p...
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
22 Jun 2016
Contributed by Lukas
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 ...
Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months
15 Jun 2016
Contributed by Lukas
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 ...
Ep #51: Alan & Kitces Unhinged - Betterment, Mastermind Groups, and Technology
08 Jun 2016
Contributed by Lukas
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...
EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore
01 Jun 2016
Contributed by Lukas
Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Plannin...
Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank
25 May 2016
Contributed by Lukas
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 insig...
Ep #48: How to Advise on Student Loans in Financial Planning
18 May 2016
Contributed by Lukas
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 a...
Ep #47: Family and Financial Planning - The Career of Pam Horack
11 May 2016
Contributed by Lukas
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 ...
Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby
04 May 2016
Contributed by Lukas
On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel's message is incredibly powe...
Ep #45: Brunching the Way to Success – The Career of Pam Capalad
27 Apr 2016
Contributed by Lukas
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!...
Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces
20 Apr 2016
Contributed by Lukas
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 ...
Ep #43: Data Security in Financial Planning with Blane Warrene
13 Apr 2016
Contributed by Lukas
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...
Ep #42: Alan & Kitces Unhinged - Mailbag Episode
06 Apr 2016
Contributed by Lukas
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 XYP...
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
30 Mar 2016
Contributed by Lukas
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 s...
Ep #40: Embracing Impostor Syndrome with Carl Richards
23 Mar 2016
Contributed by Lukas
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...
Ep #39: Writing Books to Supercharge Your RIA Marketing
16 Mar 2016
Contributed by Lukas
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...
Ep #38: Residency Programs in Financial Planning
09 Mar 2016
Contributed by Lukas
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 f...
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
02 Mar 2016
Contributed by Lukas
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 partn...
Ep #36: Serve NextGen Clients Inside Your Existing Firm
24 Feb 2016
Contributed by Lukas
Matt's experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in b...
Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
17 Feb 2016
Contributed by Lukas
How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial adv...
Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
27 Jan 2016
Contributed by Lukas
This week on #XYPNRadio, I'm excited to bring you an interview with Wealthbox CRM's co-founders, John Rourke and Dan Ferranti. I have known these guys...
Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
25 Jan 2016
Contributed by Lukas
This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your bi...
Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm
20 Jan 2016
Contributed by Lukas
This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.'s firm manages over $1....
Ep #31: How To Deal With Failure In Your First Year of Business
13 Jan 2016
Contributed by Lukas
Today, we are talking about what expectations are realistic to have in your first year of business, regarding income, and why a side hustle is vital t...
Ep #30: SEO for Financial Advisors with Brent Carnduff
06 Jan 2016
Contributed by Lukas
This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on t...
Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge
30 Dec 2015
Contributed by Lukas
Eric has found some truly incredible ways of integrating the traditional financial planners' face-to-face methodology with today's technology. He's ha...
Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
28 Dec 2015
Contributed by Lukas
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 ...
Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk
23 Dec 2015
Contributed by Lukas
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 sho...
Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success
16 Dec 2015
Contributed by Lukas
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 trans...
Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm
09 Dec 2015
Contributed by Lukas
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 to...
Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
02 Dec 2015
Contributed by Lukas
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 who...
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
25 Nov 2015
Contributed by Lukas
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...
Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
23 Nov 2015
Contributed by Lukas
Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retaine...
Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success
18 Nov 2015
Contributed by Lukas
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 J...
Ep #20: Net Worth & Income Based Retainers & More from The Planning Center
11 Nov 2015
Contributed by Lukas
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 l...
Ep #19: The Career of Katie Brewer – Using Speaking Gigs to Get Prospective Clients (and Income!)
04 Nov 2015
Contributed by Lukas
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...
Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM
28 Oct 2015
Contributed by Lukas
This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. ...
Ep #17: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)
26 Oct 2015
Contributed by Lukas
Today, we get to 5 different questions from our XYPN VIP community. Starting with niche marketing to a psychographic instead of a demographic focus, w...
Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin
21 Oct 2015
Contributed by Lukas
Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can f...
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong
14 Oct 2015
Contributed by Lukas
Today, Michael and I just couldn't restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebutt...
Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner
07 Oct 2015
Contributed by Lukas
Today's interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid boo...
Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience
30 Sep 2015
Contributed by Lukas
This week we are back to our regular interview schedule with Matt Becker's inspirational and exciting story. Matt is the founder of Mom and Dad Money,...