Behind The Advisor
Episodes
Ep #12: BONUS EPISODE - Alan & Kitces Unhinged (Mailbag style!)
28 Sep 2015
Contributed by Lukas
Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, i...
Ep #11: Crisis of Differentiation and the Niche Imperative
23 Sep 2015
Contributed by Lukas
If you are one of those financial planners that believe having a niche doesn't matter, you need to listen to this episode. I think this episode might...
Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old
16 Sep 2015
Contributed by Lukas
Today's guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Wor...
Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting
09 Sep 2015
Contributed by Lukas
This week on XYPN Radio, I am honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder a...
Ep #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
02 Sep 2015
Contributed by Lukas
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....
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
28 Aug 2015
Contributed by Lukas
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 h...
Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
27 Aug 2015
Contributed by Lukas
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 sever...
Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer
26 Aug 2015
Contributed by Lukas
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 compani...
Ep #4: Blogging Your Way To The Top with Jeff Rose
25 Aug 2015
Contributed by Lukas
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 ne...
Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
24 Aug 2015
Contributed by Lukas
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 ...
Ep #2: What the Behavior Gap Teaches Us About Better Financial Planning
24 Aug 2015
Contributed by Lukas
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...
Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
18 Aug 2015
Contributed by Lukas
On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN's very own occasional co-host, Michael ...