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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

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


Episodes

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

7/28/2021
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. an enterprise practice. He founded Rooted Interest, a fee-only firm in Salt Lake City, Utah, in 2017, and today, he discusses why he serves a smaller client base than other comparable firms. He discusses why he...

Duration:00:55:35

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

7/14/2021
We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today. Cathy is a solo advisor—and always has been. She serves women, specifically breadwinning women, and to this day, finds 1:1 client work her favorite part of running her firm. Cathy discusses flow and how to find it, the kind of insecurities women face as they try to...

Duration:00:59:36

Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

6/30/2021
We’re excited to welcome Vinicius “V” Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client households on an AUM basis, folding his financial planning and investment management into a single comprehensive fee. Despite being relatively young, V serves almost exclusively pre-retirees—and loves doing it. He talks about the oh-so-familiar feeling of wanting to do things differently and why breaking out on his own was so important to him. He...

Duration:00:50:01

Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

6/16/2021
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...

Duration:01:04:01

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

6/2/2021
We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million dollar mark in revenue. On the show today, we discuss what that growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about...

Duration:01:00:24

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

5/26/2021
We’re excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher program in 2019 and have met every week since then as a mastermind group. We dig in and discuss what makes this group work—from the framework to the attitudes, and how they ensure the meetings and group are helpful for each of them. We talk about imposter syndrome, pivotal points in the group's...

Duration:00:55:31

Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

5/19/2021
We’re honored to welcome Vince Hockett, XYPN’s Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly growing companies along with him. Today, Vince shares what it’s like working with Alan and Michael as a fellow executive and what it’s been like to manage the group of young leaders that ultimately deliver the promise of XYPN membership (and then some). Vince pulls the curtain back on his...

Duration:00:52:09

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

5/12/2021
Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies to their clients. Kelly explains that DFA partners with advisors to educate them on the academic research that DFA builds its principal theories around and how this credibility can be infused within their...

Duration:00:50:45

Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

5/5/2021
In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her, too—Cindu will be delivering a three-hour interactive workshop as an add-on Pre-Conference event at #XYPNLIVE 2021, so don’t miss out. Today, Cindu joins us to discuss what diversity, equity, and inclusion...

Duration:00:49:37

Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

4/28/2021
Today, we have the privilege of talking to Terria Heng and Shelby Brown, two of XYPN’s Compliance Coaches who together have nearly two decades of experience as examiners and compliance consultants. Terria and Shelby discuss with us their recommended approach to compliance, the time commitment required to ensure you’re creating a culture of compliance within your firm, and several other compliance considerations that keep RIA owners up at night. They give great advice like how to trust your...

Duration:00:51:00

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

4/21/2021
Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. To begin our conversation, Julie and Chris define grief and explain the complexities and emotions of the grieving process. They discuss how essential it is to humanize the experience of grief and to understand the longevity and vulnerability...

Duration:00:51:18

Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

4/14/2021
Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan started his firm as the sole owner and built it to serve over 45 client households. As the pressures of growth continued, the desire to bring on a partner was at the forefront of his mind. On today’s show,...

Duration:00:53:20

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

4/7/2021
Today we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers on how to best utilize interns, a lot goes into making an internship a successful and rewarding experience for all. Pearl shares her unique theory around internship programs with us and the wide variety of work...

Duration:00:51:43

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

3/31/2021
We’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom she enjoyed while running the firm, while David hired his husband at his firm strategically to support not just his firm, but his lifestyle as well. In this episode, you’ll hear Ashlee and David discuss the...

Duration:00:51:59

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho

3/24/2021
Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIAs. We speak with both Tremaine and Charles about their previous professional backgrounds, including the tears that were shed, the pressure that was applied, and the emptiness they both felt around the work they...

Duration:00:49:17

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

3/17/2021
We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards. From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and...

Duration:00:45:09

Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

3/10/2021
Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters. In today's episode, we discuss the intricacies of hosting a podcast as a primary component of a content marketing strategy. You’ll learn that each of these advisors approaches their podcasts a little differently in terms of structure, format, and purpose. Aaron and Trishul...

Duration:00:50:41

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

3/3/2021
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and both being XYPN members, of course!). Cathy was and is a CPA, while James spent most of his career in the tech industry. Today we talk about what it's like to change careers, including the good, the bad, and...

Duration:00:51:00

Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

2/24/2021
We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s. Today, the firm serves over 400 clients, a majority of whom are federal employees. John and Tommy talk about what it was like to transition the business from a...

Duration:00:55:42

Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

2/17/2021
We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in marketing. Today, she shares some of her best advice as a professional marketer and brand builder. You’ll hear Kelly talk about developing a tone and voice that is real, and how that helps define your brand...

Duration:00:52:09