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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, 2017
Dec 27, 2017

Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and inspiration for those who want to start their own business even in the midst of a chaotic life.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/132

Dec 20, 2017

The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that the ethnic minorities and females have when trying to break into and become established in the field. This important and exciting discussion is being co-hosted by Kathleen Boyd and Bill Simonet who both have unique and valuable experiences and views that will help us see things from different perspectives.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/131

Dec 13, 2017

What does it take to start and grow a successful financial planning firm? Today‚Äôs guest is here to share how he managed to do just that. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to over $250,000 in annual revenue in just 13 months. In this episode, Patrick discusses what led to him launching his own firm, the lessons he learned along the way, and more. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/130

Dec 6, 2017

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for using this method and gives some great insight on how to make it work and why it works so well for his clients. He also shares the ups and downs of his career and the process of building a successful and unique financial planning business.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/129 

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