Behind The Advisor

Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial independence. This is an example of how to create a successful foundation for a profitable endeavor. Creating an RIA without financial planning experience is never easy, but Linden's story shows it is possible to pursue an encore career while helping others achieve financial success. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/72

Catalina Franco-Cicero joins #XYPN Radio to share one of the most unusual journies any financial planner has taken into the profession. She's currently a partner working to build the Fiscal Fitness Clubs brand, which offers a holistic financial planning service to clients that are often overlooked by traditional money managers. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/71

Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/70

This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his previous business - an RIA. His experience should be a hopeful source of motivation for anyone facing a challenge with their current business model. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/69

This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms. We discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs. This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work on marketing your firm independently, working with an expert can help you target the right media sources that will be most effective in establishing you as a subject matter expert. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/68

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 opportunity to spend some quality one-on-one time talking with members of the XYPN community. This mailbag episode covers the major questions received as well as highlights from the conference. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/67

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 to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/66

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche. Joe Messinger of Capstone Wealth Partners is the perfect example of an advisor running a firm doing just that. He specializes in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/65

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... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64

Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why advisors should register an RIA, and more. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/63