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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: June, 2016
Ep #54: Developing a Financial Literacy Program with Jennifer Harper 0
Jun 29, 2016

This week, we’re excited to welcome Jennifer Harper to XYPN Radio. She's a CFP and the founder of Bridge Financial Planning, a fee-only financial planning firm that caters to business professionals.

Tune in for Jennifer's insights, advice, and thoughts on her career path, starting her own RIA, and managing an organization dedicated to making financial knowledge accessible to everyone.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/54

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala 0
Jun 22, 2016

Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of her fee structure and why she uses the model she chose. We also cover the enormous benefits inherent in running a virtual practice.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/53

Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months 0
Jun 15, 2016

Chris joins us today to detail the marketing strategies he used to drive early growth and success in his business.

If you're considering making the leap to starting your own firm but you are uncertain of how to balance digital marketing with more familiar strategies, tune in: Chris has some incredibly valuable in-person networking tips that you can start using today to go from struggling to bring in clients to having the clients come to you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/52

Ep #51: Alan & Kitces Unhinged - Betterment, Mastermind Groups, and Technology 0
Jun 8, 2016

Michael Kitces joins Alan for a mailbag episode, where we answer your questions from the #XYPN Radio VIP community, email, and social media.

We look at tools that promise to simplify your life and determine whether or not they actually live up to that promise, and dive into the exact tasks computers should be in charge of doing and which tasks you should keep on your own to-do list.

You can find show notes and other information by clicking here: http://www.xyplanningnetwork.com/51

EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore 0
Jun 1, 2016

Today, Alan shares his career experiences, time in the financial planning industry, and all the obstacles he overcame to help in founding XY Planning Network. He discusses getting his college education in financial planning, starting XYPN, and everything in between.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/50

 

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