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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: September, 2019
Sep 25, 2019

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/222

Sep 18, 2019

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/221

Sep 11, 2019

Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/220

Sep 4, 2019

Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel is now the co-founder of One & Done Financial, serving around 300 clients and on track to reach $45 - 50 million in AUM this year.

In this episode, we discuss what helped Daniel get to where he is today, including his financial sacrifices and the relationships he prioritized along the way. His amazing story encompasses both the challenges of the first several years in business and the experience of extreme growth.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/219

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