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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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Feb 19, 2020

Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/243      

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