All Episodes

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

Ep #112: Using Project Based Planning to Build Your Firm - The Career of Cristina Guglielmetti

Ep #111: Built a Firm From Scratch at 29 with Mike Solari

Ep #110: Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!

Ep #109: When She Makes More - An Interview With Farnoosh Torabi

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien

Ep #106: Leaving the Broker Dealer Behind - The Career of Bill Nelson

Ep #105: The Importance of Self Care for Surviving Entrepreneurship

Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA

Ep #102: Content Marketing in the Digital Age - An Interview with Ric McConkey of FMeX

Ep #101: Alan & Kitces Unhinged - Marketing vs. Prospecting, Service Models, and more!

Ep #100: Previous Guests Share Their Tips for Finding Success - A Celebration of Episode 100

Ep #99: Developing as a Manager and Leader - The Career of Maddy Roche XYPN's Director of Getting Shit Done

Ep #98: The Value of Business Coaching for Advisors - An Interview with Arlene Moss

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

Ep #94: Career changing from teacher to financial advisor - The career of Ryan Frailich

Ep #93: The Path from Commission to Hybrid to Fee-only - An Interview with Sean Kernan

Ep #92: The Amazing Benefits of ABLE Accounts - An Interview with ABLE Expert Chris Rodriguez

Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

Ep #90: The Myth of Fee Compression for Financial Advisors - Co-hosted by Alan and Michael

Ep #89: What Is Holding You Back From Success in Sales - An Interview with Nancy Bleeke

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes

Ep #86: Building a Virtual Paraplanning Business

Ep #85: Surviving the Wirehouse Trap

Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #79: From DC Politics to Found a Fee-Only RIA - The Career of Cady North

Ep #78: Compliance Mailbag with Jim Cullen

Ep #77: Building a Niche Market Practice with No Formal Experience - an Interview with Kristin Harad

Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo

Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

Ep #74: Monthly Retainers Down Under - An Interview with Adele Martin from Australia

Ep #73: Fiborg and the Future of the Financial Industry - An Interview with Steve Dunlap

Ep #72: Creating an Encore Career with Linden Cornett

Ep #71: A Tale of Discrimination, Immigration, and Success - The Career of Catalina Franco-Cicero

Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Ep #69: Fail Fast and Pivot Quickly with John McCarthy

Ep #68: How to Use PR to Grow Your RIA with Megan Carpenter

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Ep #65: Developing a Specialty Service Around College Planning

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Ep #61: Beyond the Buyout: Rebranding, Rebuilding, and Redefining a Firm

Ep #60: Financial Life Coaching with Garrett Philbin

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Ep #58: Break Away from Selling Products and Launch a Fee-Only RIA

Ep #57: How to Be an Entrepreneur in Financial Planning

Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Ep #55: Moving a RIA from Physical to Virtual and Having Multiple Office Locations

Ep #54: Developing a Financial Literacy Program with Jennifer Harper

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

Ep #51: Alan & Kitces Unhinged - Betterment, Mastermind Groups, and Technology

EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

Ep #48: How to Advise on Student Loans in Financial Planning

Ep #47: Family and Financial Planning - The Career of Pam Horack

Ep #46: Helping Clients Make Good Decisions with Dr. Daniel Crosby

Ep #45: Brunching the Way to Success – The Career of Pam Capalad

Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces

Ep #43: Data Security in Financial Planning with Blane Warrene

Ep #42: Alan & Kitces Unhinged - Mailbag Episode

Ep #41: Convert Financial Planning Leads to Clients

Ep #40: Embracing Impostor Syndrome with Carl Richards

Ep #39: Writing Books to Supercharge Your RIA Marketing

Ep #38: Residency Programs in Financial Planning

Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner

Ep #36: Serve NextGen Clients Inside Your Existing Firm

Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood

Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti

Ep #33: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Ep #32: Monthly Retainers in a $1.5 Billion AUM Firm

Ep #31: How To Deal With Failure In Your First Year of Business

Ep #30: SEO for Financial Advisors with Brent Carnduff

Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge

Ep #28: BONUS EPISODE - Alan and Kitces Unhinged (Mailbag Style!)

Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk

Ep #26: The Career of Jude Boudreaux and How Failure Can Define Success

Ep #25: RIA Compliance: Staying Compliant When You Start and Run Your Firm

Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces

Ep #23: The How and Why of Monthly Retainers with Alan & Kitces

Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Ep #21: The Career of Justin Rush – How a Failed Startup Attempt Led to Success

Ep #20: Net Worth & Income Based Retainers & More from The Planning Center

Ep #19: The Career of Katie Brewer – Using Speaking Gigs to Get Prospective Clients (and Income!)