Behind The Advisor

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 exciting announcement about her sales course which explores distractions that present as obstacles to our ability to generate sales.  You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/89  

Chloé graduated from the University of Alabama and immediately started studying to become a CFP. After several jobs as an associate planner and manager at various firms throughout the southern U.S., Chloé decided to start her own consulting and advising businesses. Chloé and I talk about the brilliant path she's taken as a financial planner, starting her career by advising high net-worth clients with complex needs. She also talks about some of the challenges she's faced as a young woman of color in a predominantly older and white male industry, how organizations like the Association of African American Financial Advisors are working to support each other, and how we can all contribute to making the industry more diverse. You can find show notes and more information by clicking here: www.xyplanningnetwork.com/88  

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 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives with great financial planning. In this interview, André talks about his journey to establish Life FP and build the financial planning landscape in Brazil. He discusses why they don't have assets under management at Life FP, just dreams under management, and the tools he uses to build strong rapport with clients. André also shares how he makes the monthly retainer model work for him and his advisors, and how he gets clients to pay 5% of their income for financial planning services.    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/87

Virtual paraplanning is probably the most requested interview topic from listeners. Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of our XYPN members.   You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/86  

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 the industry by his father. In 2007, he started his career in a wirehouse, but found the work unsatisfying after two years. He ultimately learned that he could serve customers in a way that provides value and while he earned a living. His experience is a wonderful case study describing how to establish a new firm, convince clients to join you, and transition from an existing RIA without burning bridges. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/85    

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, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial planner and entrepreneur, and opens up about his recent experience with depression. You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/84

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 we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.   You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/83    

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 with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help merge two solo firms into the successful operation that exists today. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/82

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 lifestyle on their own terms, we discuss the pros and cons of pursuing an aggressive growth strategy in business. In this episode, we reflect on how we were able to meet this challenge and the tools that made delegating much simpler. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/81  

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 college professors and teachers. Inga has an awesome story and a very cool career path.  During her first year, she has started working with 23 new clients while maintaining her full-time position as an Assistant Professor of Finance. On this episode, we discuss her time management strategies and a simple, yet effective technique to connect with her ideal client.   You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/80