Info

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.
RSS Feed Subscribe in Apple Podcasts
XYPN Radio
2020
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August


All Episodes
Archives
Now displaying: December, 2018
Dec 26, 2018

Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry.

In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he’s learned over the years, his mission in working with XYPN’s Advisor Success Department, and his outlook on the future of the industry.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/184

Dec 19, 2018

Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting not one, but two firms of his own. Now a partner at both an accounting firm called CPAs for Hire and a financial planning firm called CWOs for Hire, Dave provides comprehensive financial planning services, including tax work, for his clients.

In this episode, Dave discusses how his two businesses are structured and how they work together within his service model. He also talks in depth about the way his financial planning process works, why he decided to focus on a niche of small business owners, and his plans for the future as both of his businesses continue to grow.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/183

Dec 12, 2018

Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career due to his work ethic and ability to ask the right questions and listen.

Evan discusses how he strives to improve people's lives through his unique philosophy that unites his passion for soccer and finances, and opens up about the issues he had working at different levels of the financial sector that pushed him to move to a smaller firm before eventually starting his own. He also shares why he still coaches on the side, how he leverages his soccer network and what his plans are for the future of his firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/182

Dec 5, 2018

Today I’m excited to have XYPN’s Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian life and ultimately joined our team back in 2015. He joins this episode to share what his day-to-day looks like as COO in order to give listeners some insight into what operations-focused team members do—and why they are so valuable.

We talk in depth about the concept of the visionary and integrator roles that we’ve been exploring lately on the podcast, and we discuss helpful tools for clarifying roles and responsibilities, goal setting, and developing staff. Whether you’re an entrepreneur thinking about hiring an operations manager or someone who wants to be on the operations side of things, this is an episode you don't want to miss.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/181

1