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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: July, 2016
Jul 27, 2016

Do you want to start your own fee-only RIA, but aren't sure how to break away from a current employer or stay profitable without selling products? This week's conversation with Kenneth Klabunde is loaded with valuable information that you don't want to miss.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/58

Jul 20, 2016

Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups.

This week, Stephen shares his thoughts on the newest trends currently developing in the industry and poised to make a big impact. He also provides advice on how fellow advisors can best prepare for them.

Stephen also details his career path, including how he started his own financial consulting business in college and what he did to make sure that the business became successful.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/57

Jul 13, 2016

This week, we address questions about how to value your time, price your services, and develop new, niche pricing models. Michael and Alan also share tips on how to jump start your career and make progress in your work.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/56 

Jul 6, 2016

On today's episode, Alan answers some of your listener questions from Episode 50 and speaks in detail about how he transitioned his business from in-person to virtual. He also goes in depth with the decisions and mistakes he made along the way, what he learned, and his recommendations for advisors looking to make the transition into a virtual business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/55

 

 

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