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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: March, 2021
Mar 31, 2021

We’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom she enjoyed while running the firm, while David hired his husband at his firm strategically to support not just his firm, but his lifestyle as well.

In this episode, you’ll hear Ashlee and David discuss the good, bad, and the ugly of working with your spouse—from how they take walks (alone) to tag-teaming duties. They also talk about the decision to hire a spouse generally and what it’s like to market your firm with your spouse and serve clients as a team. Ashlee shares what it was like growing her firm during COVID and with three small kids at home. David reminds us of how good things can be when we define our ideal life and work towards it each day while embracing the inevitable challenges.

Whether you’re starting your firm with your partner or just starting your firm, you won’t want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/301  

Mar 24, 2021

Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIAs.

We speak with both Tremaine and Charles about their previous professional backgrounds, including the tears that were shed, the pressure that was applied, and the emptiness they both felt around the work they were doing. We discuss the ideas of time freedom, mission-driven work, and what it feels like to burn out. Tremaine and Charles talk very transparently about what it took in terms of support, mental stamina, and confidence to make the leap and become their own bosses. They highlight what success means to each of them and how, despite the pressure they felt from their employers, it wasn’t about making money. Instead, success to them is all about making an impact.

If you’re feeling dissatisfied or unfulfilled in your current position, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/300  

Mar 17, 2021

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards. 

From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and Matthew share their individual approaches to working within this niche. Some adjust their payment structures and service models to serve their clients better, while others have developed particular marketing techniques that resonate with this community. They also touch on the importance of staying up to date on the ever-evolving nuances within the special needs space and how you should be ready to speak the language of your clients, meeting them where they are.

If you’re interested in working with the special needs community, or just hearing what it’s all about, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/299     

 

Mar 10, 2021

Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters.

In today's episode, we discuss the intricacies of hosting a podcast as a primary component of a content marketing strategy. You’ll learn that each of these advisors approaches their podcasts a little differently in terms of structure, format, and purpose. Aaron and Trishul team up to host their podcast together, while Michael hosts a live show and finds this to be the format that is best suited for him. These three share their experiences leveraging this intimate medium, how listeners desire insights, not information, and how podcasting has allowed them to establish credibility among their listeners and within the industry. They also offer their expertise about which platforms and technology to utilize and tips for keeping a cadence that works for you while maintaining a passion that’s contagious.

If you’re interested in exploring what podcasting can do for your firm, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/298

Mar 3, 2021

We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, while James spent most of his career in the tech industry.

Today we talk about what it's like to change careers, including the good, the bad, and the scary. Cathy and James share their experience when it comes to leveraging a community, what it takes to run a business, and what kind of preparation you need to enter this industry. We talk about how career changers often feel like they need to work extra hard to stay up to date with education and compliance, how the pandemic-driven switch to virtual advising has enabled them to serve their clients better, and how to make such a people-centric role work for “high-functioning introverts.”

Cathy and James have a lot to offer our listeners today, so if you’re contemplating a career change or have been there and done that, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/297  

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