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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: May, 2019
May 29, 2019

Michelle Smalenberger has over 12 years of experience working at a nationally-recognized firm and has been mentioned in publications such as The Wall Street Journal and Financial Advisor IQ. Today she joins the show to discuss the benefits of owning a business with your spouse and how she and her husband manage the relationship stress that comes along with that.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/206

May 22, 2019

Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led to her success as a financial advisor and business owner. Sara will share what pushed her to launch her own SEC-Registered firm in 2016 and why she sought out full independence.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/205 

May 15, 2019

Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Planner of the Year in 2017. He explains how he is fulfilling his dream of helping good people live better lives and how that passion has helped him build strong, lasting relationships with his clients.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/204 

May 8, 2019

How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Planning? In this episode, we dig into how John Chesbrough and Liz Weinstein crafted their unique career paths into a fantastic partnership that is growing quickly. You will hear about the challenges they have faced, who they serve, and the beneficial relationship between therapy and financial advising.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/203

May 1, 2019

Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where she has seen the most luck in finding clients, and more.

You’ll learn what Sue envisions for her business and why she wants to remain by herself, exclusively working with a manageable number of clients. It’s important to remember what you are doing will pay off eventually, and Sue’s unique story will remind you of that and keep you inspired along your own journey to building the business of your dreams.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/202

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