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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: April, 2016
Apr 27, 2016

If you're new to the industry or considering financial planning (to make it official, since your friends all come to you for financial advice already!) and want to take a non-traditional, completely unique path to success, Pam's career story and experience will leave you inspired. And if you're an established pro, Pam's perspective can help you see your own business in a whole new, fun, and creative light.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/45

Apr 20, 2016

Today, Michael Kitces joins me, not as a co-host but as an interviewee, to pick his brain on some recent changes in the area of financial planning. I am sure a lot of you are like me -- you know something is going on with the recent announcement that the Department of Labor Fiduciary made, but you are not entirely sure what it all means and just how these rule changes affect you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/44

Apr 13, 2016

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/43

Apr 6, 2016

Today, we have another mailbag episode of Alan and Kitces Unhinged for you. Michael Kitces joins us to answer your questions that came in from the XYPN VIP community, email, and social media.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/42

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