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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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All Episodes
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Now displaying: April, 2018
Apr 25, 2018

My guest today is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with (you guessed it) physicians. In fact, one hundred percent of his clients are doctors.

Completely focused on his niche, Ryan provides tons of awesome content for physicians through his blog, podcast, different Facebook groups, and more—all of which continue to drive him leads. Two years into starting his firm, he’s over halfway to his way to his goal of reaching 70 clients. In this episode, Ryan shares his experience building his own firm, what he's done to make it such a success, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/149 

Apr 18, 2018

Julia Lorenz-Olsen and Philip Olsen join us on the show to share some golden nuggets about their unique careers and the unexpected benefits their creative background has brought on. They discuss how they got started and how they settled on the business model they’re currently in. Philip and Julia both lay out the difficulties involved in their careers and how they navigated the various hurdles presented to them.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/148 

Apr 11, 2018

Today I’m excited to have XYPN member Xavier Maldonado on the show. The founder of Global Vantage Wealth Management in San Diego, Xavier specializes in working with dual-citizen clients with assets in multiple countries, with his primary focus on clients that are citizens of the United States and Mexico.

At one point, he came to the surprising realization that he was the only Spanish-speaking CFP in San Diego, as well as the only advisor that truly understood cultural norms for his target clients. This allowed him to establish trust with his clients, and bring them along with him as he moved among several different RIAs before ultimately starting his own firm. Listen in to hear how Xavier has managed to build a successful firm, his plans for growing it in the future, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/147 

Apr 4, 2018

Today XYPN members Taylor and Kailie join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at the firm, and we’ve caught up with them to hear all about how they're figuring out what they want the business to be as it matures.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/146

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