XYPN Radio
Markets and Investing
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. Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show
Location:
United States
Description:
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. Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show
Language:
English
Website:
http://xyplanningnetwork.com/
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
Duration:00:59:19
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
Duration:01:09:19
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
Duration:01:01:24
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
Duration:00:59:46
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
Duration:00:54:59
Ep #381: The Power of YouTube: Strategies for Building Your Clientele
Duration:00:47:08
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
Duration:00:56:46
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
Duration:00:53:01
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
Duration:00:52:36
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
Duration:00:55:08
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
Duration:00:54:34
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
Duration:00:49:25
Ep #374: When Your Life Partner Makes for the Best Business Partner
Duration:00:56:10
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
Duration:01:01:36
Ep #372: How To Find Success While Doing the Next Right Thing
Duration:00:55:58
Ep #371: How Life's Detours Can Support Your Dream Job
Duration:00:55:00
Ep #370: Mastering the RIA Transition from CIO to Successful Founder
Duration:00:55:19
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
Duration:01:00:17
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
Duration:00:45:05
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
Duration:00:51:16