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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: July, 2021
Jul 28, 2021

There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. an enterprise practice. He founded Rooted Interest, a fee-only firm in Salt Lake City, Utah, in 2017, and today, he discusses why he serves a smaller client base than other comparable firms. 

He discusses why he continued to stay employed at his father’s CPA practice full time while building his firm. Spencer is a dad of five, and it was important for him to get into the giving profession to help his clients in the ways that work best for them while not sacrificing what is best for himself and his family. Spencer talks about his intentionality in building slowly, his annual expenses (hint, it's still under the 10k mark), and what his plans are for ramping his business up.

If you’re considering starting a practice at a slower rate or on a part-time basis, then this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/314

Jul 14, 2021

We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today.

Cathy is a solo advisor—and always has been. She serves women, specifically breadwinning women, and to this day, finds 1:1 client work her favorite part of running her firm. Cathy discusses flow and how to find it, the kind of insecurities women face as they try to understand their finances, and what it’s like to vision board your future. She reminds listeners that outsourcing should be considered an investment, and there’s no reason to try to do everything on your own, whether you hire or not. Cathy shares that her imposter syndrome went away when she finally niched, and since then, has found major success and fulfillment. 

Cathy has some incredible advice to share with you today, and if you’re interested in what it’s like as a solo advisor 20 years in, then this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/313    

 

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