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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, Maddy Roche and guests 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: 2018
Jul 4, 2018

When it comes to interesting stories, Chris Jackson certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how he got into financial planning with almost no experience and why he stuck with it.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/159

Jun 27, 2018

Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people going through a hard time. He has some extremely valuable advice and information for us that will shed some light on how to truly be what our clients need during their hard times.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/158

Jun 20, 2018

Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has done just that and is here on the show to share her journey with entrepreneurship and the various careers that brought her to the sweet spot where she is today. She offers some valuable advice on how to get started in financial planning, who to reach out to, where she would have done things differently and much more.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/157

Jun 13, 2018

There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all about how they are building their growing business and how they use their different skills to benefit each other.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/156

Jun 6, 2018

You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than her fair share of struggles in the industry.

In this episode, she opens up about the difficulties she faced being a gay woman in the advisory world, and ultimately how she has prevailed and continues to grow her practice to support her ideal life. Listen in to hear about her inspiring journey, as well as the major lessons she learned along the way.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/155

May 30, 2018

Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with moving across the country, his wife starting a new job, and having his first child.

Though this path certainly isn’t for the faint of heart, it has worked out well for Scott and taught him some very important lessons. In this episode, he shares his unique journey, as well as key things he learned along the way and advice that anyone hoping to start a firm should take to heart.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/154 

May 23, 2018

Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a quality experience for all clients. They discuss the process of merging and where they want to go with their partnership.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/153

May 16, 2018

Today I’m excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an interesting niche in working with clients who have a passion for their environmental footprint and want to build carbon-neutral portfolios.

With complimenting skill sets—Morgan is more of the big-picture idea person and Courtney is the realist who focuses on the operations of the firm—the pair really works well together to provide real financial planning for their clients. Offering an awesome blend of comprehensive financial advice with investment expertise, they are incredibly dynamic and doing some really interesting things in their business. Listen in to hear all about it.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/152 

May 9, 2018

Kyle Mast joins us on the show to talk about his career journey that started in a family business through a succession plan and ended up with him owning his own RIA. He discusses the details of his business and the strategies he has used to build it successfully. Kyle talks about how he has hit a place he’s happy with and ready to pull back and spend more time with family.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/151

May 2, 2018

Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs and how she ended up starting her own successful business and having to deal with the downside to business ownership. She gets real with us and talks about what went wrong, what went right and how she would or wouldn’t have done things differently along the way.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/150 

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

Mar 28, 2018

From books to planning practices, the financial planning world can tend to be a bit boring and stale. Catie Hogan realized this early on and channeled her humor and fun-loving nature into her book as well as her practice. She has successfully found a way to get people interested in financial planning by using storytelling and finding creative ways to catch peoples’ attention.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/145

Mar 21, 2018

Life gets messy and whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/144

Mar 14, 2018
XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how to communicate the value of financial planning, why it isn’t always a good idea for advisors to take on every new client they can, and more. Listen in to hear advice for new advisors and seasoned advisors alike.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/143

 
Mar 7, 2018

As a tri-citizen of the UK, Australia and the US, Ashley Murphy has found a niche in the expat market. When it comes to multi citizenships, financial planning can get much more complicated. Ashley shares the dangers, difficulties and benefits that are involved with working with expat clients. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/142

Feb 28, 2018

The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their inspiring journey through building a business, career changes, children and more. The pair have some really great tips on communication, optimism, work ethic and the various things that have helped them along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/141

Feb 21, 2018

Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. David Rae came into the financial advisor field with a theatre background and a passion for the LGBT community. He shares his unique niche and how his passions have helped his business take off in an incredible way.

 You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/140

Feb 14, 2018

XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a Poker company and now as the person in charge of XYPN's marketing has stretched and developed her skillset as an effective marketer.

In this episode, Jen shares the insights she's gained to help financial advisors take their marketing from non-existent or mediocre to a highly effective but efficient operation. You'll here her experience as Director of Marketing for XYPN, the specific marketing strategies that have been highly effective, the areas where advisors are best suited to start if they haven't done much marketing and how they can go about it. Don't miss this incredibly helpful and instructive episode. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/139

 
Feb 7, 2018

Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with pharmacists. He founded Script Financial in April of 2016, and his concentration on this niche has helped him add almost 50 new clients to his business in the last 18 months.

In this episode, Tim shares his unique path to success that included several different career changes after leaving the military before finding financial planning. He also goes into why he is a proponent of charging based on income and net worth, clever tactics he uses to seek out potential clients, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/138

Jan 31, 2018

From fee only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the right fit in the industry. Scott shares his career ups and downs along with great advice on how to learn from others in the industry.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/137

Jan 24, 2018

Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specific needs of XYPN members in mind.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/136

Jan 10, 2018

The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/134

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