Ep #76: Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
In the hustle of this always-busy time of year, we\xa0thought it'd be a great idea to answer several\xa0of the mailbag questions from our private XYPN network.\xa0We start off with an announcement about\xa0the wide release of Advice Pay, our payment\xa0processor for advisors that follows the rules of all 51 states.
Alan and Michael then spend a couple questions discussing the effects of the Department of Labor's new fiduciary laws, and which firms will have to change the most to accommodate them. We also dig into compliance regulations and\xa0how to limit risk when you're advising on 401Ks.
The co-hosts\xa0also cover going solo as an advisor, how you need to market yourself, and how other advisors have\xa0transferred clients from a commission-based model to a net-worth retainer model.
You can find show notes and more information by clicking here:\xa0 https://www.xyplanningnetwork.com/76