Info

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.
RSS Feed Subscribe in Apple Podcasts
XYPN Radio
2024
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August


All Episodes
Archives
Now displaying: Page 1
Apr 29, 2020

We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients.

As we continue to navigate through life during the COVID-19 pandemic, you’ll hear us cover: the importance of showing empathy, compassion and patience to your clients; how Meg, Ian, Brian and Leighann have facilitated conversations with current clients and potential clients that have created deep and lasting meaningful connections and trust; and Kinder’s “turnaround” approach as a means to refocus the conversation on how the client really feels. You’ll hear the passion in each of their voices, become inspired by their commitment to serving clients wholeheartedly, and learn how you too can improve the discourse between you and your clients long into the future and hopefully keep our profession moving in the right direction.

If you're interested in improving your ability to connect meaningfully and authentically with your clients during this time of COVID and into the future, then you won't want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/253     

0 Comments
Adding comments is not available at this time.