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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, 2022
Jul 27, 2022

We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago.

Some early dentist clients from a center of influence referral eventually led her to go all in on working with dentists. She's been growing her network of dentistry practice consultants, bankers, and insurance folks who work with dentists and is also networking with investment managers who refer clients to her because she is advice-only, meaning she doesn't manage investments. She's been growing her firm and has started hiring for support. Sharon talked about the decision to hire and what she's looking for in a second planner. If you're interested in learning more about what it’s like to work with dentists and hire on a second lead planner, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/340

Jul 13, 2022

We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He started his career in public accounting as an auditor, thinking it would help prepare him to be an advisor because accounting and finance were basically the same things, right? Not really, and Chad is glad to be on a different path now.

Before ending up at an RIA actually doing financial planning, an unexpected pregnancy, and his wife getting a fellowship across the country led him to decide to launch his own firm. This was in 2020, in the middle of COVID, in a new state. Chad shared how they made it work as a family for him to be able to pursue his dream of entrepreneurship while also supporting his wife's career. Now he works part-time and has taken on the household responsibilities, and is building a great firm focused on helping clients that our industry has historically underserved.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/339

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