Info

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.
RSS Feed Subscribe in Apple Podcasts
XYPN Radio
2023
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August


All Episodes
Archives
Now displaying: April, 2022
Apr 20, 2022

Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’s been able to create a service model that has allowed her to scale to 50 clients in her first three years.

We talk about everything from the real estate bubble to how she is able to leverage her campaign management experience. Cynthia exudes enthusiasm for her work, her clients, and her niche—and it’s contagious. Cynthia is also a power user of the XYPN Network and has effectively launched the highly-productive Real Estate Investment study group within the XYPN membership community, and she speaks about how giving back has given her so much value in return.

If you’re interested in real estate as an asset class, and how to serve clients who are too, then this show is for you. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/333

Apr 6, 2022

Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thousands of clients.

We talk about what it was like for Leo to leave a meaningful institution and career to chase a different dream of serving clients that better aligned with his personal goals. He discusses what it means to be a great advisor to his high-net-worth clients, how transparency is what draws folks in, and he talks about the intentionality he has around his growth. Leo charges a flat fee and AUM, which provides him access points to work with folks he may not be able to otherwise. We discuss a second business he’s developing, and he reminds us that there’s never a right time to do things.

If you're ready to transition out of your institutional career, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/332

1