show episodes
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
Are you ready to have a dynamic conversation about what it takes to succeed as a financial professional in today’s world? Then listen up, because it’s time for the SigMa Podcast. And we’re going to give you SUMthing to think about… Your hosts are Josh Martin & Shawn Sigler, senior vice presidents at Financial Independence Group, with nearly 40 years of combined experience helping advisors discover successful paths to marketing and running their practices. Our goal is to empower, equip, engag ...
 
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
 
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show series
 
We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s. Today, the firm s…
 
Sophia Bera is a past guest of the podcast, and originally wrote a guest post for Nerd’s Eye View as far back as 2013. If you missed her before, she is the founder of Gen Y Planning, an independent RIA that serves just under 100 young professionals—and that was also one of the first location-independent firms in the financial planning industry. Lis…
 
Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates. It’s imperative to be proactive in our financial planning and that’s why we bring in David McKnight to today’s show. David talks to us about his Power Of Zero marketing program and how they may be able …
 
We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in marketing. Today, she shares some of her best advice as a professi…
 
Jason Zweig is a financial journalist who not only wrote one of the first books on behavioral finance neuroeconomics, but also writes “The Intelligent Investor” column for the Wall Street Journal. A senior writer for Money magazine and a guest columnist for Time magazine and CNN.com, Jason has a truly unique perspective on the financial services in…
 
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna. Anna tells us about her journey to going ou…
 
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent RIA based in the San Francisco Bay Area that serves 117 high-income young professionals across the country, helping them turn income into wealth. Ballast Point is unique in that it uses a blended model of a minimum $5,000 retainer paid monthly, plus an additional fee …
 
Recently, there was a change to section 7702 that will have a major impact on life insurance products for 2021. Today we invite an expert in this field, Bobby Samuelson. We talk to Bobby about why the change to 7702 had to happen and what changes we should expect to happen this year. About Bobby Samuelson: Bobby is the President of Life Innovators,…
 
We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writing and helping pastors when she started a blog called the Pastor’…
 
Olivia Summerhill is the founder of Summerhill Wealth, an independent RIA based near Seattle that exclusively works with ultra-high net worth women who are adjusting to life during—and after—divorce. Olivia is a great example of how many of us navigate through the industry, having gone from a large national firm to launching her own firm focusing o…
 
We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolution to understanding the responsibilities of being a fee-only fid…
 
Dave Yeske is the co-founder of Yeske Buie, an independent RIA based out of San Francisco that oversees $740 million of assets under management for more than 300 affluent clients. Dave has successfully blended together academic financial planning research with the practice of financial planning to culminate in an evidence- and policy-based financia…
 
Shawn & Josh are looking forward to bringing you this recent interview between best-selling author Kindra Hall and Financial Independence Group's Tom Lamendola. Shawn & Josh will first preview what to expect on the show before turning over the microphone where you'll hear Tom and Kindra discuss why stories are so important in business today. They'l…
 
Shawn & Josh are pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group's Tom Lamendola on this episode. Shawn & Josh will provide their perspective on some of the key takeaways in the interview that ranges several topics from Michael's viewpoint on the messaging as it …
 
We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they built Fyooz intentionally to reach their target market: successf…
 
Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but the platform also supports the ongoing evolution of paraplanning from an entry-level support role into a dedicated career path. In this episode, Alex s…
 
On today’s episode of the Financial Independence Podcast, I finally got to interview the person who introduced me to the concept of financial independence and early retirement in the first place… Jacob Lund Fisker from Early Retirement Extreme! To my mind, Jacob is the founder of the modern-day “FIRE movement” so hope you enjoy the interview! Highl…
 
We’re excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN’s Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network. Taylor pivoted into this industry when she joined Team XYPN back i…
 
Kristin Harad is the founder of a marketing consulting firm that focuses on coaching solo advisors to reach the next level and outsource CMO services for RIAs and mid-size firms. In addition to working as a marketing consultant, Kristin also has her own advisory firm that she launched from scratch and grew to six figures in fee-only revenue in just…
 
It's time for the first episode of the SigMa Podcast with Shawn Sigler and Josh Martin of Financial Independence Group. On this episode you'll get to meet Josh & Shawn, learn a little about how they got into the financial industry, the goals behind hosting the SigMa podcast and what to expect going forward. Quick Hits: 1:20 - Shawn’s Background 9:4…
 
We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌ ‌member‌ ‌Lamar‌ ‌Watson,‌ ‌owner‌ ‌of‌ ‌Dream‌ ‌Financial‌ ‌planning,‌ ‌a‌ ‌fee-only‌ ‌firm‌ ‌out‌ ‌of‌ ‌Reston,‌ ‌VA,‌ ‌on‌ ‌the‌ ‌show‌ ‌today.‌ ‌ Lamar‌ ‌started‌ ‌his‌ ‌career‌ ‌in‌ ‌this‌ ‌industry‌ ‌before‌ ‌he‌ ‌even‌ ‌went‌ ‌to‌ ‌college‌! ‌He‌ ‌was‌ ‌an‌ ‌avid‌ ‌follower‌ ‌of‌ ‌the‌ ‌stock ‌market‌ ‌and‌…
 
Sten Morgan is the founder of Legacy Investment Planning, a hybrid advisory firm near Nashville that generates more than $2 million in revenue per year from 220 affluent clients. Sten is one of the most accomplished young advisors in the country and has built his success by focusing on putting himself—and his advice—at the forefront of his product …
 
Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends they see, the themes that emerged, and their perspective on where t…
 
Forrest Baumhover is a financial advisor and partner with Lawrence Financial Planning, an independent RIA based in Tampa that oversees more than $100 million of assets under management for 70 affluent clients. Forrest’s path to partnership as a financial advisor was a unique journey from the military to his own firm to merging with a larger firm—an…
 
We’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020. Natalie walks us through her professional background, which includes substantial exp…
 
Debbie Freeman is a partner with Peak Financial Advisors, an independent RIA out of Denver, Colorado that oversees $175 million of assets under management for 105 families. Peak Financial is unique in that they not only do tax planning, but also in-house tax preparation as a value-add service for their clients. Listen in as Debbie explains why her …
 
We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t changed at all is her passion for growing her business. Today she se…
 
Lindsay Elwood-Goetz is the founder of Elwood & Goetz, an independent RIA based out of Athens, Georgia that oversees $365 million in AUM for 375 affluent clients. Lindsay launched her business within a year of graduating from the Texas Tech Financial Planning Program and has been able to steadily grow and create a firm that works for her, her team,…
 
We’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on #XYPNRadio. Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking init…
 
Drew Stotler is the founder of Stotler Wealth Management, a hybrid advisory firm based in St. Louis that serves 100 middle-income clients. Drew had a unique journey to building his own advisory firm, having started first in the employee advisor model at Edward Jones and moved to an independent broker-dealer—where he was hit with a temporary restrai…
 
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Brooklyn took an unconventional route when she launched a part-time …
 
Marina Hernández is the founder of Swiss American Wealth Advisors, an independent RIA that specializes in working with cross-border Swiss-American expatriates. Marina’s model is unique because her niche allows her to work with next-generation clients and face little to no competition, all while commanding sizable financial planning fees from client…
 
We’re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his client base to focus on a specific employer and explains how a narrow…
 
Blair DuQuesnay is a financial advisor with Ritholtz Wealth Management, an independent RIA based in New York City that oversees nearly $1.3 billion of assets under management for more than 1,000 affluent clients. Blair had a unique journey to her current role, where she has built a strong client base managing $90 million of assets in under 2.5 year…
 
We’re excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of FA Bean Counters and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors underestimate when starting out. Dan talks about how having a deep und…
 
Maribeth Kuzmeski is the founder of Red Zone Marketing, a marketing consulting firm that helps independent financial advisors implement actionable marketing strategies to grow their advisory. Maribeth believes that marketing success does not have to involve reinventing the wheel, and that looking at what is already working in the world of financial…
 
We’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his career roots by serving engineers. Britton describes the mental and …
 
Pam Capalad is the founder of Brunch & Budget, a financial planning and coaching firm based in New York City that focuses on first-generation immigrants and communities of color. Brunch & Budget uses a unique approach to clientele-building through brunch sessions with prospective clients, where they discuss budgeting and cash flow planning issues. …
 
We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. Today, he’s building the premier firm serving oil and gas retirees and has experienced impressive growth by fo…
 
John Wernz is the former Chief Marketing Officer for Wealth Enhancement Group, an independent RIA based in Minneapolis that has nearly $20 billion in assets under management for nearly 20,000 affluent clients. Under John’s leadership, Wealth Enhancement Group went from nearly $1 billion AUM to $20 billion—and attracted more than $1.5 billion of net…
 
We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved …
 
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