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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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Now displaying: Page 1
May 3, 2017

Arlene Moss re-entered the workforce after raising children, and became a coach for the Alliance of Comprehensive Planners. After realizing there were some shortcomings to the one-off coaching model, she decided to go it alone and begin her own coaching business.  

In this episode, Arlene and I talk about how coaching can take your advisory to the next level. Arlene shares her highly personalized style of coaching and how she found her own business coach. We also talk about why planning one, five, and ten years out is essential to designing the life and business that you want. 

You can find show notes and more information by clicking here: www.xyplanningnetwork.com/98

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