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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: March, 2024
Mar 20, 2024

Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced his approach to financial planning and led to his creation of Beautiful Financial Plan—a separate online storefront that offers advisors visually appealing plan templates.

Mike shares insights into his journey from launching his firm part-time while still working in software development, to eventually transitioning to a full-time role serving over 30 tech industry clients. He describes the considerations and challenges of balancing home life while changing careers. He emphasizes the importance of networking and how attending XYPN LIVE has shaped his career and created lasting connections in the industry that have sparked new ideas and strategies for his businesses.

Mike and I cover marketing strategies, successfully transitioning from project-based to ongoing planning, and how he defines value for his clients. This episode provides valuable wisdom for advisors who change careers and the opportunities that can be leveraged by leaning into their previous expertise and personality strengths.

We uncover the challenges and triumphs of Mike Zung's journey, underscoring the role of innovation and community in the ever-evolving landscape of financial advising. I am privileged to count Mike among XYPN’s valued members, and we're honored to feature his expertise on today's episode.

What You’ll Learn From this Episode:

      Transitioning clients from project-based planning to an ongoing engagement

      Designing and implementing a tier-based, flat-fee structure

      How and when to raise fees for your clients while providing great value

      Niching down your client base to match your ideal clients with your own values

      The importance of attending in-person networking events and conferences such as XYPN Live

      Using YouTube to create evergreen content that will continue to attract clients

      Leveraging your personality strengths and career background to launch your own firm

      The considerations and challenges of balancing home life while changing careers.

Mar 6, 2024

In this episode, Maddy Roche returns as the full-time host of XYPN Radio.  Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wirehouse to shape the foundation of her fee-only, flat-fee approach at JWK Financial. 

Jennifer gets real about hitting the ground running and the expectations and pace she experienced in her initial months. What sets this interview apart is Jennifer's unwavering confidence in the value she delivers to her clients, a trait that shines through as she fearlessly encourages prospects to interview other advisors. She discusses the art of transitioning clients from an initial engagement fee to an ongoing relationship at an annual flat rate. 

Jennifer encourages building a new business at a cadence that allows flexibility, reinvesting time into existing clients, and creating referability. This episode is a goldmine of advice, aligning seamlessly with the principles taught at XYPN. Don't miss out on the insights that make Jennifer's journey and expertise a can’t-miss for financial professionals. Listeners, get ready for an informative show! 

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