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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: December, 2016
Dec 28, 2016

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. 

During her first year, she has started working with 23 new clients while maintaining her full-time position as an Assistant Professor of Finance. On this episode, we discuss her time management strategies and a simple, yet effective technique to connect with her ideal client.  

You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/80

 

Dec 21, 2016

Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-only financial planning. She started her firm, North Financial Advisors, to bring independent and affordable financial advice to young professionals with an emphasis on women.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/79

Dec 14, 2016

Jim is the President of Financial Planners Assistance Corp. FPAC is a compliance firm that works with independent RIAs and financial planning firms. We talk about quite a few topics from what to expect when being audited to how giving gifts can create unintended consequences. Obviously, all information offered today should be considered general advice. Follow up with your state regulators for more specific information.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/78

Dec 7, 2016

Kristin Harad followed a very non-traditional route before landing in the financial planning industry. She initially dreamed of becoming an advertising executive on Madison Avenue in New York City and began her career as a direct marketer. This is where she honed her expertise building brand awareness for various firms and developing customer loyalty programs.

Her success led to new opportunities helping financial advisors develop their marketing campaigns. She’s become a noted speaker and sought-after consultant in the financial planning industry. The increased notoriety ultimately led her to choose between running her financial planning firm and nurturing this burgeoning advisor-facing practice. She talks about which path she chose and why selecting one is essential for consistent growth and a balanced lifestyle.

You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/77

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