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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: October, 2016
Oct 26, 2016

Catalina Franco-Cicero joins #XYPN Radio to share one of the most unusual journies any financial planner has taken into the profession. She's currently a partner working to build the Fiscal Fitness Clubs brand, which offers a holistic financial planning service to clients that are often overlooked by traditional money managers.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/71

 

Oct 19, 2016

Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/70

Oct 12, 2016

This week, John McCarthy joins us for a discussion about leveraging lessons learned after a failed attempt at running his  previous business - an RIA.

 

His experience should be a hopeful source of motivation for anyone facing a challenge with their current business model.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/69

Oct 5, 2016

This week our guest is Megan Carpenter, Co-Founder of FiComm Partners, a public relations firm specializing in creating custom marketing campaigns for independent advisory firms.

Listen in as we discuss her decision to break from working with insurance and broker-dealer firms to focusing exclusively on marketing campaigns for RIAs.

This episode is loaded with valuable tips on why advisors should consider working with a public relations firm and how the exposure can grow their businesses. While you can work on gaining exposure for your firm independently, working with an expert can help you target the right media sources that will be most effective in establishing you as a subject matter expert.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/68

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