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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, 2017
Oct 25, 2017

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in order to grow her career.

 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/123

Oct 18, 2017

Becoming a financial planner wasn’t at the top of Jason Howell’s list but through working in finance and politics he made his way to a career he is passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political office to getting his CFP, the road has been challenging but rewarding.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/122

Oct 11, 2017

Learn how Glen specializes in helping clients with student loan analysis and how it is an easy low hanging fruit for advisors who are just starting out.

You can find show notes and more information by clicking here:

http://www.xyplanningnetwork.com/121

Oct 4, 2017

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney, but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity to help people in this area.

 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/120

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