Behind The Advisor

On this episode of XYPN Radio I'm thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/403

In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/402

Join George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, its COO, as they explore the transformative power of mindfulness in financial advising. They discuss prioritizing clients' true aspirations over mere financial metrics and the critical importance of personal transformation. The duo dives into how mindfulness fosters deeper advisor-client relationships, collective responsibility for societal change, and the innovative 'Seven Stages of Money Maturity' program that reshapes financial narratives.

What's the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400

In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398

In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397

Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, shares insights on his transition from a broker-dealer to a successful RIA. He discusses the importance of transparent communication with clients in tech sectors like Amazon and Microsoft. The conversation explores financial planning that prioritizes life fulfillment over mere metrics and the emotional aspects of money management. Nathan also addresses navigating challenges in the tech industry, effective client engagement strategies, and the significance of professional development and networking in scaling an advisory firm.

Caleb Brown, Founder and CEO of New Planner Recruiting and educator at the University of Georgia, dives into the intricacies of recruiting top talent in financial planning. He reveals how a firm's story and values attract both clients and advisors. The discussion highlights the shifting hiring landscape, emphasizing mentorship and onboarding for success. Caleb shares practical strategies for vetting candidates, and insights on graduates' preferences for collaborative environments. He underscores the importance of emotional intelligence in effective hiring.

In this talk, Jason Speciner, founder and CEO of Financial Planning Fort Collins, shares his journey of transforming his firm from a blog into a thriving financial advisory. He discusses the challenge of fostering team dynamics and implementing specialized roles, which significantly enhance client service. Jason highlights the importance of balancing entrepreneurship with personal life and celebrates team achievements as a motivator. He also emphasizes integrating tax preparation into financial planning for improved client satisfaction and operational efficiency.