Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advi... Read more
26 Jul 2023
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Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maxim... Read more
12 Jul 2023
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57mins
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Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
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Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
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If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients w... Read more
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Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
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In this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Plannin... Read more
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Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it ... Read more
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Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
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Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
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Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
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