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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, 2021
Oct 20, 2021

Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients since opening. 

River serves clients how they want to be served: through education and short-term relationships. River brings up a number of compelling points throughout the interview—questions of whether gender is a necessary consideration in planning, how our technology is set up to serve, or not serve, different communities, and reminding us how important it is to have representation within this industry. Their own personal journey is highlighted in this episode and how interestingly, through raising their own prices, they were able to have an even bigger impact on the communities they wanted to serve.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/320

Oct 6, 2021

#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN’s Senior Director of Member Success, a role in which she’s entirely dedicated to helping XYPN members be successful. 

As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an “embrace change” mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what it’s like to manage a team of managers—which she admits had a steep learning curve. We also spend some time reflecting on the fee-only movement, and the powerful role introspection plays in bettering yourself both personally and professionally. Having connected with thousands of fee-only advisors over the past seven and a half years, Maddy offers a unique perspective on what it really means to be a part of the XYPN movement, what exactly REAL financial planning entails, and the impact XYPN advisors have on the lives of others and on the industry at large. Maddy also shares her own experience working with a financial advisor and how recently engaging advisors who are also life planners has changed her outlook and shaped her trajectory.

If you’re interested in learning more about the story of #XYPNRadio’s host, Maddy Roche, what her seven and half year journey with XYPN has looked like, and how her introspective mindset and approach have helped her continuously better herself both as a team member and as a person, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/319

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