kitces

In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.

Check out https://absoluteengagement.com/

Follow Julie on Twitter: @jlittlechild

Credentials vs licensing vs. education:  Each plays a different role

• Credentials--Help apparent credibility.  You can stop at a certain point--no one really cares about your alphabet soup
• Licensing--What allows you to legally do business in a certain capacity.  We stopped with our Series 65 licenses.
• Education--This will help you in your ability to help people.  This is the most important aspect, but also the least quantifiable.  This never stops.

We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio episode. 

Today, he joins us to discuss what this whole journey has been like—from starting the business to managing a team through COVID, all while being a dad (now with three kids). Alan opens up about nerves, some worries that have lingered over the years, and reminisces on some of his favorite times at XYPN. He talks about the importance of hiring a team that complements his strengths and weaknesses and what it’s been like to work alongside Michael Kitces as a co-founder. Alan gives valuable advice to our listeners through telling his stories—from which books helped him change his perspective to how to think of entrepreneurship as a creative outlet.

If you want to know how XYPN and Alan Moore have evolved over the years, then this show is for you. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/311  

In Episode #09 of Mindset Mastery, "Productivity and Time Management for Mere Mortals”, Marie Swift speaks with speaker/author/advisor Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy for Buckingham Wealth Partners, co-founder of XY Planning Network, and a stakeholder in several additional offerings aimed at helping fiduciary financial advisors be more successful.

In a nutshell: Michael Kitces is known for his boundless energy and omnipresence in the financial planning community. It seems like he is everywhere. How can this be? Does he ever sleep? Does he possess superhuman powers? Turns out that mere mortals can actually adopt Kitces’ tips to get more of the right things done in record time. If you want to increase your productivity and return some sanity to your life, this podcast is for you!

Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/230

This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/228

Alan Moore talks about how he went from getting fired to helping financial planners launch independent firms.

XY Planning Network: https://www.xyplanningnetwork.com/

Bozeman Public Library Business Center: https://www.bozemanlibrary.org/services/for/adults/business-center

Reach out to the podcast: edpodcast@bozeman.net