Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

XY Planning Network

JUNE 5, 2023

We rounded up some of XYPN's best resources for advisors who want to launch their own financial planning firms. From tackling compliance to creating a business plan and everything in between, this roundup of resources will set you up for firm launch success.

Financial Advisor 62

Financial Advisor Compliance Financial Planning Business Planning 62

XY Planning Network

JUNE 5, 2023

We rounded up some of XYPN's best resources for advisors who want to launch their own financial planning firms. From tackling compliance to creating a business plan and everything in between, this roundup of resources will set you up for firm launch success.

Financial Advisor 52

Financial Advisor Compliance Financial Planning Business Planning 52

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52