Behind The Advisor

This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.'s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/32

Today, we are talking about what expectations are realistic to have in your first year of business, regarding income, and why a side hustle is vital to your success. We then dive into the four areas that we believe you need to focus your marketing efforts on in your first year. If you are in your first year of business, feeling the pressure, or you want to start a business and want to know what to expect, you need to listen to this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/31

This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/30

Eric has found some truly incredible ways of integrating the traditional financial planners' face-to-face methodology with today's technology. He's had a career that many financial planners could only dream of, and today, he shares how you too can bring the same level of success into your practice. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/29

On this episode, we cover your questions about robo-advisors and how to transition from one career to financial planning, and how to best serve your niche community. We end our conversation with how large advisory firms can adopt a monthly retainer model and keep their younger advisors from leaving. While we break our record for answering the least amount of questions in an episode, this is one episode you can't afford to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/28

We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/27

Jude is gifted at being incredibly authentic and has an inspiring story of what you can go through and still become a success. We discuss how he transitioned from being an employee to founding his firm, as well as the personal setbacks he experienced that shaped his journey to success. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/26

Turn up and the volume and listen in as Jim and I chat about his career path and how to get into the compliance market before diving into tips and tools for RIA compliance that all advisors need to know about. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/25

This week we aren't talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24

Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don't understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/23