Behind The Advisor

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for using this method and gives some great insight on how to make it work and why it works so well for his clients. He also shares the ups and downs of his career and the process of building a successful and unique financial planning business. You can find show notes and more information by clicking here:https://www.xyplanningnetwork.com/129 

Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and three young children, but what makes Ben’s business stand out the most is that he has incorporated his faith into it. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/128

XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/127 

It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, Bill’s business has grown to 3 employees and advises 58 clients. It’s obvious that he’s doing something (or many things) right. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/126

Michael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey.   You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/125

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also shares the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost every area of the financial planning industry has given her some great insight that we can all learn from. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/124

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in order to grow her career.   You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/123

Becoming a financial planner wasn’t at the top of Jason Howell’s list but through working in finance and politics he made his way to a career he is passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political office to getting his CFP, the road has been challenging but rewarding. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/122

Learn how Glen specializes in helping clients with student loan analysis and how it is an easy low hanging fruit for advisors who are just starting out. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/121

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney, but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity to help people in this area.   You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/120