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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: November, 2016
Nov 30, 2016

In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules of all 51 states.

Alan and Michael then spend a couple questions discussing the effects of the Department of Labor's new fiduciary laws, and which firms will have to change the most to accommodate them. We also dig into compliance regulations and how to limit risk when you're advising on 401Ks.

The co-hosts also cover going solo as an advisor, how you need to market yourself, and how other advisors have transferred clients from a commission-based model to a net-worth retainer model.

You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/76

Nov 23, 2016

This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her master's degree at Carnegie Mellon.

Specializing in financial planning for digital nomads, Hui-chin has created a location independent practice that caters to expats with assets in both Taiwan and the United States. As a digital nomad herself, she's been able to build her practice while relocating between various countries with her husband - a professional in the Foreign Service.

Hui-chin's experience will shed new light on a world of possibilities for financial planners with a sense of adventure. She lays out the benefits and challenges of operating as an advisor in a global environment. After learning about Hui-chin's location independent lifestyle, you may never look at financial planning the same way again.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/75

Nov 16, 2016

Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. She's a recent recipient of the prestigious Independent Financial Advisor Excellence Award based on the innovative strategies she's using to expand her firm's reach while keeping costs low. This Australian planner is disrupting the industry down under with her fee-only firm, Experience Wealth.

Adele provides an international perspective on the evolution of fee-only planning. Australian financial planners have transitioned to a business climate that is heavily regulated by the government. She shares a fascinating glimpse into the business environment as we discuss the impact of the new laws on firms and their customers.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/74

Nov 9, 2016

Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes.

This interview is a break from the norm. Instead of learning directly from a firm owner, Steve provides a unique take on the financial planning industry from a business development and software solutions perspective. He's at the forefront of changes in technology and lends his expertise to help us understand how those changes will impact the financial planning industry.

Get full show notes and more information here: http://bit.ly/2eBJQZ7

Nov 2, 2016

Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial independence.

his is an extremely interesting example of how to create a successful foundation for a profitable endeavor.  Creating an RIA without financial planning experience is never easy, but Linden's story shows it is possible to pursue an encore career while helping others achieve financial success.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/72

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