Behind The Advisor

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

f you struggle with lead conversion, Nancy breaks down how to build a thoughtful, effective sales process that actually reflects how advisors want to serve. She shares the powerful frameworks she's developed and used with advisors around the world to help them have better conversations and close the right clients, the right way. If you're ready to feel more confident about how you bring new clients into your firm, this episode is packed with insight you can put into action right away. 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

Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to hold yourself accountable in your writing to stay on schedule. Mary Beth then dives into how long it took her to write Work Your Wealth and exactly how much she spent to get it published. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/39

On this episode of #XYPNRadio, I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor with Cornerstone Wealth Advisors. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/38

This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen. Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/37

Matt's experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your existing firm but are unsure of where to start, then you need to listen in. This interview is full of actionable advice and one I am excited to finally bring you. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/36

How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial advisor does it -- and how you can apply her ideas, thoughts, and tips to your own life. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/35

This week on #XYPNRadio, I'm excited to bring you an interview with Wealthbox CRM's co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don't get to talk to the lead developer, but today you will. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/34

This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/33