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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: October, 2019
Oct 30, 2019

Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning into working as a financial advisor. He now works as lead advisor for his firm, and he gives us a glimpse into how he made the switch in his career, as well why he has no plans to start a firm of his own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/227

Oct 23, 2019

Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui-chin joins the show today to share what has changed since we spoke two years ago, back when she only owned 20% of her firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/226

Oct 16, 2019

After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/225

Oct 9, 2019

You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/224

Oct 2, 2019

From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla has had quite the journey to creating a business and lifestyle to fit his needs and the needs of his family. He joins the show today to discusses how achieved such an impressive rate of growth for his firm and how finding a niche helped along the way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/223

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