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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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May 4, 2022

Today’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since Alan was on last, XYPN has continued to grow and formalize, which means Alan and Maddy’s roles are shifting.

Alan discusses his move back as the host of #XYPNRadio, and Maddy’s shift away from being the host. For over 100 episodes, Maddy has interviewed XYPN members, allies, and teammates about a range of topics—listeners have been through COVID and more together with Maddy, and she shares how thankful she is for the support of each and every listener. She has found so much joy in being able to bring stories of success to each of you, and inspire some of you to go out on your own.

If you want to hear more about the future of #XYPNRadio and how you can shape it by filling out a listener survey telling us what you love about the show and want to hear more about, then this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/334

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