In this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the early days, including how they met, the initial emails about opportunities for financial planners, and the growth and strategic decisions that shaped the company, including their first hire—me. Their complementary strengths and a commitment to innovation have been key to XYPN's success.

We also discuss the future, including the launch of XYPN Sapphire, a corporate RIA designed to support a broader range of advisors. Join us as we celebrate XYPN's journey from industry disruptor to leader, and explore what's next for fee-for-service advisors building their dream firms.

I'm honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, back on XYPN Radio. It's been nearly three years since she last joined, and this time, we discuss the technological enhancements she's made, including her use of Holistiplan, Kwanti, and other essential tools. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm. 

We also dive into Cathy’s AUM fee model, where she emphasizes the importance of simplifying your fee structure for long-term success. She shares insights on setting time boundaries with clients to enhance service and build lasting relationships. By the end of this episode, Cathy’s confidence will leave you feeling more equipped to sell your own value.