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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, Maddy Roche and guests 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: December, 2022
Dec 28, 2022

At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be.  So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®,  and Allen Mueller, CFA, MBA, to share how their group has become a gift that “keeps giving” toward their personal and professional successes. We’ll hear about how the group has become a place of shared strengths and divided weaknesses – kind of like a family.  A family whose support betters themselves, their firms, and their clients.  It’s impact acceleration at its absolute best.

Their varied backgrounds and unique paths to launching their own firms enrich and inform their conversations as do their commonalities – like facing the challenges of raising young kids and building solo practices. We had a wide-ranging discussion about the value of a mastermind group – from helping navigate family dynamics playing out in their firms to imposter syndrome. You can feel the difference their support of one another has made in their lives and practices.  If you are already in an XYPN Mastermind Group, you’ll recognize the positive impact and feelings our guests share.  And if you aren’t – you may find yourself seeking the powerful gift of community by the time you're done listening to this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/351

Dec 14, 2022

We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today.  Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM before deciding to pursue financial planning.

He effectively started his own firm at a broker-dealer because he didn't have a salary to build his own client base from scratch. Looking back, if he found a salary position in financial planning, he would have taken it and maybe would have never started his own firm.

In this show we talk about the importance of meeting like-minded financial planners and his decision to launch his own RIA after attending an FPA NexGen conference. We cover a variety of other topics, including fee structure and using net worth in fee calculations as well as leveraging interns in his practice - one of whom ultimately became his associate advisor. He discusses the importance of firms hiring and paying interns in order to expose more young people to the work we do as financial planners. We closed our discussion on his PhD research on financial advisory fees, advisor compensation, and ultimately how the fight on Twitter regarding fees is really missing the point.

If you’re interested in the importance of finding a passion that fits and exposing next generations to financial planning, this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/350

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