Behind The Advisor

Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie’s story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/19

This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. I’ve actually been following Brittney ever since I first started my firm back in 2012. I only had social media interactions with her until I finally caught up with her at FinCon, down in Charlotte, where she was speaking on how to build courses to leverage your brand and increase the number of clients that you can help. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/18

Today, we get to 5 different questions from our XYPN VIP community. Starting with niche marketing to a psychographic instead of a demographic focus, we move on to how your relationships can affect your entrepreneurial plans, and end with how to calculate fees and complexities. If any of these questions are an area of interest for you, or if you have questions yourself surrounding these topics, you don’t want to miss out on this episode! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/17

Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/16

Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/15

Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Daniel has built his firm over the last ten months working primarily with physicians and business owners that are striving to save for the future. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/14

This week we are back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I know in financial planning. Matt has built his entire brand and firm around Mom and Dad Money, focused primarily on the very obvious target market - new parents. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/13

Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, if this is an area of interest for you, and if you have questions surrounding these topics, then you are going to want to listen in. Michael and I dive into your questions and help you get the answers you need to grow your firm. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/12

If you are one of those financial planners that believe having a niche doesn’t matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that belief and, with our predictions for the world of financial planning, actually start looking at your business. Michael and I share our sometimes-conflicting views on why having a niche is so important and how to set up your business to cater to a niche that will make you THE adviser to work with.  You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/11

Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey of starting out as a receptionist in a financial planning firm in college and less than ten years later founding her firm, before she turned 30. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/10