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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: May, 2022
May 18, 2022

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 was destined to be a financial planner, starting all the way back in middle school as a kid fascinated by finance. The only problem? Her perception of financial planning as product pushing and sales-based—until she learned about fee-only firms.

She entered financial services as a bank teller at age 16 and eventually moved into the wealth management side of the bank. After going on maternity leave with her second child, she came back to a less than ideal situation that ultimately led her to launch her own firm in January 2021, well ahead of her schedule for doing so and in the midst of COVID. In this interview, Danielle is open and honest as she tells her story about the difficulties and challenges of her first year in business. But she’s persevered and is building an inspiring firm that supports her family and their goals.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/335

May 4, 2022

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: http://www.xyplanningnetwork.com/334

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