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, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve next generation 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
2024
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
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: October, 2022
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
Oct 19, 2022

In today's episode, we’re excited to have Nancy Hetrick, founder of Smarter Divorce Solutions, who specializes in collaborative divorce. After her own divorce in 2007, Nancy realized the lack of resources for divorcing individuals and became a Certified Divorce Financial Analyst to offer a kinder, court-free process.

Nancy shares her journey from founding her divorce planning practice to selling the wealth management side of her business to focus exclusively on divorce planning, which is now thriving. If you're interested in working with divorcing clients or exploring the power of a niche, this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/346

Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
Oct 5, 2022

Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information as Maggie shares her expertise in real estate, and how her early career path gave her the ability to provide advice on a personal level.

In this show, we talk about everything in the real estate niche, from prospecting to outsourcing. For Maggie, real estate isn’t just a niche, it’s a family business. Maggie uses her personal experience in real estate investing to provide a holistic approach to advice to her clients. She also talks candidly about what it’s like to offload aspects of her business. Bottom line? Trusting your instincts is one of the most important skills advisors should hone while building their firm.

If you’re interested in real estate as a niche, and finding better ways to serve your existing clients, this show is for you. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/345

1