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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: February, 2020
Feb 26, 2020

Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundation for what is now a four-person company. Today Amy and her team join the show to discuss their unique experiences joining a rapidly growing practice.  

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/244   

 

Feb 19, 2020

Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/243      

Feb 12, 2020

Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starting a new business, as well as what it's like running a business while being a first-time father.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/242   

Feb 5, 2020

Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to start his own firm and the sacrifices he had to make to be a stay-at-home dad while growing his business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/241   

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