We’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today.
Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She launched her fee-only firm in January 2021—right in the middle of the pandemic—and has not only survived but thrived through the market volatility we've experienced since then.
What makes Danielle's story so compelling is how she transformed her early fascination with finance into a modern practice that rejects the old product-pushing model that many of our listeners are trying to escape from. Her experience transitioning from traditional banking to independent planning offers valuable insights for anyone looking to make a similar leap in today's digital-first environment.
Stay tuned as Danielle shares how she's adapted her business to the economic climate, leveraged technology to serve clients remotely, and built a practice that genuinely supports both her clients' financial well-being and her own family's lifestyle goals. Whether you're considering starting your own firm or looking to make your existing practice more resilient, today's conversation offers practical takeaways you can implement immediately.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/335
Today’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy’s roles are shifting.
Alan discusses his move back as the host of #XYPNRadio, and Maddy’s shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates about a range of topics—listeners have been through COVID and more together with Maddy, and she shares how thankful she is for the support of each and every listener. She has found so much joy in being able to bring stories of success to each of you, and inspire some of you to go out on your own.
If you want to hear more about the future of #XYPNRadio and how you can shape it by filling out a listener survey telling us what you love about the show and want to hear more about, then this episode is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/334