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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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All Episodes
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Now displaying: August, 2015
Aug 28, 2015

Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing partner of Bluestem Financial Advisors, LLC. His story embodies one that many of us have always aspired to be a part of.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/7

Aug 27, 2015

Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they’ve always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he finally built a business to support his incredible life.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/6

 

Aug 26, 2015

Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. You won’t want to miss this inside look at how LLIS is set-up and how they work with advisors to ensure their clients get the best service possible.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/5

 

Aug 25, 2015

Are you struggling to figure out how to build  and grow your own financial practice firm? Not sure which media platform to start off with? The good news is that Jeff isn’t shy when it comes to sharing what’s working for his business. Wondering what’s the bad news? There is none, just press "play" to learn how he uses social media & blogging to support and build his business and how you can do then same for your company.

For complete show notes and more information click here: http://www.xyplanningnetwork.com/4

Aug 24, 2015

If you’re struggling with the decision on whether or not to launch your own firm and what it’s going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button...

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/3

Aug 24, 2015

Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl’s unique financial planning process, from introductory meeting all the way through plan delivery. You don’t want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/2

Aug 18, 2015

On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors  and XYPN’s very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you’ve probably heard of Michael. And today, you’re going to get an awesome introduction to him and hear his amazing story that very few people have actually heard.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/1

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