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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: March, 2016
Mar 30, 2016

Today, Nancy Bleeke explains why even if you don't sell financial products in your business, you still need to master this craft and understand that sales isn't a dirty word. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/41

Mar 23, 2016

In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you can learn to enjoy and accept your success.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/40

Mar 16, 2016

Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to hold yourself accountable in your writing to stay on schedule. Mary Beth then dives into how long it took  her to write Work Your Wealth and exactly how much she spent to get it published.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/39

Mar 9, 2016

On this episode of #XYPNRadio, I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor with Cornerstone Wealth Advisors.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/38

Mar 2, 2016

This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen.

Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/37

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