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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: June, 2020
Jun 24, 2020

We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and providing advice when the music economy began to move to digital and the U.S. economy headed into the 2008 recession, and found herself without a job.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/261   

Jun 17, 2020

We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network and joined the then-group of 30 financial advisors and discovered how he wanted to build his own firm. Being a planner, however, Tyler wanted to launch and run his firm while remaining cash flow positive, so unlike a lot of advisors, Tyler took a part-time job to make the dollars work.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/260   

Jun 10, 2020

We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though he loved his work, he found that he was drawn to financial planning and decided in 2010 to start his own firm on the side.

While Dave remained employed full time at Crayola for seven years while he ran his firm part time, he found that he was having trouble balancing all of his personal and professional responsibilities, and ultimately, his mental health declined. Dave became restless, anxiety-ridden and depressed, which ultimately led to his decision to leave Crayola and focus on a career that gives him the most fulfillment.

Join us as we discuss the mental health stigma and Dave’s career-path, from having a high-level position in a corporate environment to running his own firm. Learn how he has prioritized happiness and ways to practice self-care through meditating, eating right, and more. Finally, listen as we talk about embracing what he calls an “experimental attitude” and having fun discovering what serves you in order to ultimately serve your clients more authentically.

If you're interested in hearing about how to take care of yourself personally during these turbulent times, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/259  

Jun 3, 2020

We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018 and she expresses the challenges she and others have faced when starting a business, particularly in those first few years.

Join us as we talk extensively about niches: from 2018 when Angie’s niche was college planning to today, where she now serves women in the STEM industries. Listen as she discusses how she leverages the support of coaches, training, and her network to help her not only stay motivated, but to hone her message and her niche.

If you're interested in understanding how to pivot a niche, then this podcast is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/258  

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