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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: October, 2023
Oct 18, 2023

Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued doing right by his clients, himself, and his family. Along the way, he has built a successful business and has exciting new ventures on the way!

Starting as a fresh graduate in 2008, Mike ventured into financial and risk management for banks before realizing that his true calling lay elsewhere. He joined an established RIA, gaining valuable insights into the industry. However, due to strategic disagreements, he embarked on his own entrepreneurial journey in 2020, founding Switchback Financial. Inspired by his wife’s experience, he found his niche working with younger clients in the tech industry.

Mike shares his experiences, from the impact Silicon Valley Bank’s collapse had on clients in the tech industry, to the importance of sales skills and effective marketing on platforms like LinkedIn. All the while, striving to be present for his family, friends, and personal well-being.

What makes this episode truly exciting is Mike's revelation about merging with another XYPN member, combining their complementary skills and vision. From ethics in action to what to look for in a new partnership, you won't want to miss this episode.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/372  

Oct 4, 2023

Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken an unexpected path to a growth-filled, confident today.

In this conversation, we delve into Natalie's journey over the last two and a half, nearly three, years of running her own RIA. While she originally planned on going full-time in 2021, she found an awesome opportunity with a FinTech startup she wanted to support. All the while, growing her personal business, particularly her business partner.

Natalie's strategic approach to work-life balance, both for herself and her team, is a highlight of this episode. She openly shares the intricacies of compensation management for lead planners, emphasizing transparency in her business model. Additionally, we explore her dedication to maintaining a robust family life alongside her professional endeavors.

Natalie's insights extend to her RIA's future as well. With plans to hire another lead advisor in the upcoming year, she's positioning her firm for further growth and impact. We also delve into her utilization of new software like Trayecto.io, tailored to their niche, and how they maintain an impressive 85-90% close rate.

Tune in for a candid and insightful conversation as Natalie shares her journey of juggling entrepreneurship, fintech, family, and the exciting future that awaits her RIA. This is an episode we can all learn something from.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/371  

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