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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, host Alan Moore, various guests, and occasional co-host Michael Kitces 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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Sep 16, 2020

We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in this industry and has begun to share her passion for it with other advisors.

Today, you’ll hear Candice talk about how advisors use video as a way to effectively communicate with their prospective clients, as well as their ongoing clients. She discusses how pivoting to video communication can help advisors establish deep credibility, save time, and expand their reach. Candice talks a lot about how video is all about authenticity, not the gear.

If you’re interested in how to incorporate video into your practice and learn it in a workshop fashion at a steeply discounted price, then you’ll want to attend her Post-Con, and tune into today’s episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/273

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