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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.
In a series of candid, unscripted conversations, Goldman Sachs Personal Financial Management Managing Director, Joe Duran, and financial planner/industry influencer Michael Kitces share their unfiltered takes on issues in the RIA landscape.
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache and Vicki Robin to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
WHERE INVESTMENT BUSINESSES GROW helping investment professionals with tips, tools and technologies to build their practices. Expert interviews.
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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Kitces and Carl - Real Talk for Real Financial Advisors
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Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
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Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn
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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…
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Financial Advisor Success
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Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
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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…
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SigMa Podcast
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Ep 5: The Power Of Zero Program With David McKnight
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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 …
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XYPN Radio
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Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman
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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…
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Financial Advisor Success
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Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
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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…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
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Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
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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…
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Financial Advisor Success
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Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
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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 …
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SigMa Podcast
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Ep 4: The Impacts Of Section 7702 With Bobby Samuelson
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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,…
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XYPN Radio
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Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek
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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’…
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Financial Advisor Success
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Ep 214: Building A Premium Advice Service By Niching With Ultra-High Net Worth Divorcees with Olivia Summerhill
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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…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
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Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot
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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…
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Financial Advisor Success
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Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
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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…
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SigMa Podcast
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Ep 3: Stories That Stick With Kindra Hall
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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…
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Ep 2: Embracing Self-Advocacy With Michael Kitces
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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 …
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XYPN Radio
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Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle
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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…
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Financial Advisor Success
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Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin
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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…
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Financial Independence Podcast
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Early Retirement Extreme - A Systems Approach to Lifestyle Design
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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…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
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Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff
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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…
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Financial Advisor Success
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Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad
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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…
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SigMa Podcast
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Ep 1: Meet Shawn & Josh And Learn About The Vision Of The SigMa Podcast
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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…
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XYPN Radio
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Ep #289: Navigating the Finance Industry: The Career of Lamar Watson
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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…
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Financial Advisor Success
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Ep 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten Morgan
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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 …
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Kitces and Carl - Real Talk for Real Financial Advisors
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Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
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Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
1:18:28
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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…
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Financial Advisor Success
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Ep 209: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Larger Advisory Firm with Forrest Baumhover
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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…
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XYPN Radio
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Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor
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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…
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Financial Advisor Success
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Ep 208: Offering In-House Tax Preparation To Supplement Revenue And Enhance Client Retention with Debbie Freeman
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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 …
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Kitces and Carl - Real Talk for Real Financial Advisors
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Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
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Ep #286: Evolving as a Business Owner: An Update with Helen Ngo
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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…
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Financial Advisor Success
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Ep 207: Building A High-Touch Practice Starting From Scratch Straight Out Of School with Lindsay Elwood-Goetz
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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,…
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XYPN Radio
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Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy
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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…
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Financial Advisor Success
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Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler
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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…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
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Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
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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 …
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Financial Advisor Success
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Ep 205: Differentiating From The Crowd By Pursuing A Specialized Clientele Of Cross-Border (Swiss) Expatriates with Marina Hernández
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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…
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XYPN Radio
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Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve
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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…
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Financial Advisor Success
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Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm with Blair DuQuesnay
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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…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
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XYPN Radio
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Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin
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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…
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Financial Advisor Success
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Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
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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…
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XYPN Radio
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Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory
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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 …
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Financial Advisor Success
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Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model with Pam Capalad
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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. …
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Kitces and Carl - Real Talk for Real Financial Advisors
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Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
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Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee
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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…
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Financial Advisor Success
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Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
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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…
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XYPN Radio
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Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson
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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 …
