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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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Now displaying: January, 2016
Jan 27, 2016

This week on #XYPNRadio, I’m excited to bring you an interview with Wealthbox CRM’s co-founders, John Rourke and Dan Ferranti. I have known these guys for several years, and every time we talk, I learn something new about technology. Typically when you speak with tech vendors, you don’t get to talk to the lead developer, but today you will.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/34

Jan 25, 2016

This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/33

Jan 20, 2016

This week, J.D. Bruce joins me on #XYPNRadio. J.D. is the president of Abacus Wealth Partners, based out of Santa Monica. J.D.’s firm manages over $1.5 billion. Abacus is the firm that bought my RIA, Serenity Financial Consulting, in 2015.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/32

Jan 13, 2016

Today, we are talking about what expectations are realistic to have in your first year of business, regarding income, and why a side hustle is vital to your success. We then dive into the four areas that we believe you need to focus your marketing efforts on in your first year. If you are in your first year of business, feeling the pressure, or you want to start a business and want to know what to expect, you need to listen to this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/31

Jan 6, 2016

This week, we’re talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/30

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