Behind The Advisor

This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed in creating your own business. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/49

If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of your clients will face. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/48

On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career. If you have a family or are thinking of starting one, then this is one episode you cannot afford to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/47

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/46

If you're new to the industry or considering financial planning (to make it official, since your friends all come to you for financial advice already!) and want to take a non-traditional, completely unique path to success, Pam's career story and experience will leave you inspired. And if you're an established pro, Pam's perspective can help you see your own business in a whole new, fun, and creative light. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/45

Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know something is going on with the recent announcement that the Department of Labor Fiduciary made, but you are not entirely sure what it all means and just how these rule changes affect you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/44

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/43

Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions that came in from the XYPN VIP community, email, and social media. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/42

Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. You will learn how to develop an effective sales process for your firm through Nancy's insights. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/41

In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you can learn to enjoy and accept your success. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/40