XYPN Live 2018
October 01, 2018 | Runtime: 2:31
Advisers are so afraid to over price their fee-based services that most don't charge enough. Michael Kitces of XY Planning offers a good guideline for advisers left dubious about how much to charge.
September 28, 2018 | Runtime: 1:47
Alan Moore was horrified and frozen when he watched his future wife get harassed at an industry conference. The answer: an aggressive anti-harassment policy. Check out his thoughts and what could be next for the industry.
October 01, 2018 | Runtime: 1:16
When making an acquisition there's one critical thing to keep in mind that separates success from failure. James Hughes of Live Oak knows exactly what it is.
October 01, 2018 | Runtime: 1:25
Defining your brand is difficult, but it is critical to your firm's success. Ivy Taylor of XY Planning explains how to put your practice on the road to success.
October 01, 2018 | Runtime: 1:41
The key to building your business is taking a different perspective and widening your point of view. Industry expert Audra Bohannon explains.
October 01, 2018 | Runtime: 1:27
When buying (or selling) a practice it is critical to look before you leap. James Hughes of Live Oak offers some sage advice for novice acquirers.
October 02, 2018 | Runtime: 1:28
What are top-performing advisers doing to stay a step ahead? Check out feedback from three top XY advisers to learn some of their best habits.
October 02, 2018 | Runtime: 2:12
We need more women financial advisers, but how can we flip the switch and get more female financial advisers?
October 01, 2018 | Runtime: 1:54
Tired of "running the gauntlet" at industry event exhibit halls? XY Planning has taken a unique approach that Michael Kitces expects more conferences will begin to follow.
October 01, 2018 | Runtime: 1:36
Determining the value of a practice can be very difficult. James Hughes of Live Oak explains some critical benchmarks.