<p>Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why advisors should register an RIA, and more.</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/63">https://www.xyplanningnetwork.com/63</a></p>

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

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.