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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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Jun 16, 2021

We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio episode. 

Today, he joins us to discuss what this whole journey has been like—from starting the business to managing a team through COVID, all while being a dad (now with three kids). Alan opens up about nerves, some worries that have lingered over the years, and reminisces on some of his favorite times at XYPN. He talks about the importance of hiring a team that complements his strengths and weaknesses and what it’s been like to work alongside Michael Kitces as a co-founder. Alan gives valuable advice to our listeners through telling his stories—from which books helped him change his perspective to how to think of entrepreneurship as a creative outlet.

If you want to know how XYPN and Alan Moore have evolved over the years, then this show is for you. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/311  

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