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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
Archives
Now displaying: May, 2016
May 25, 2016

This week, we're hearing about the career of a financial advisor who started a firm from scratch and is now excited to share his experiences and insight with you. Scott Frank, the founder and owner of Stone Steps Financial, joins us to give a realistic look at what it takes to succeed in creating your own business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/49

May 18, 2016

If you serve Gen X and Gen Y clients in your firm, you need to listen to this episode and bring yourself up to speed on everything you need to know about one of the biggest financial burdens many of your clients will face.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/48

May 11, 2016

On this episode, Pam shares her career path, her service model, and how she charges for financial planning. She also shares her tips for parents who struggle to find balance between family and career.

If you have a family or are thinking of starting one, then this is one episode you cannot afford to miss.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/47

May 4, 2016

On this episode, we're diving into behavioral finance and how you can start helping clients make good decisions. Daniel’s message is incredibly powerful and he explains how you can better help clients understand the financial effects their choices have on their lives.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/46

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