#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis
Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Today XYPN member Rob Brown, owner...

February 12, 2020/by Alan Moore
Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Erik Klumpp is the owner of Chessie...

February 05, 2020/by Alan Moore
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Relationships, trust, and...

January 29, 2020/by Alan Moore
Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold

Scott Arnold is the owner of...

January 22, 2020/by Alan Moore
Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of...

January 15, 2020/by Alan Moore
Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach,...

January 08, 2020/by Alan Moore
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Kingston Hollman is one of XYPN’s...

January 01, 2020/by Alan Moore
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Today we are joined by the team from...

December 25, 2019/by Alan Moore
Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Ep #234: A Successful Succession Plan: An Interview with David Shotwell

Today we have XYPN member David...

December 18, 2019/by Alan Moore
Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Alex Yeager started his career out...

December 11, 2019/by Alan Moore
Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley

XYPN member Craig Joncas and his...

December 04, 2019/by Alan Moore
Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths

Lorri DeFoor started her career as a...

November 27, 2019/by Alan Moore
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces

Every year, we collect data from our...

November 20, 2019/by Alan Moore
Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Today we have the founder of...

November 13, 2019/by Alan Moore
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

This year, we announced we would be...

November 06, 2019/by Alan Moore
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

Today XYPN member Miguel Gomez joins...

October 30, 2019/by Alan Moore
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen

Hui-chin Chen specializes in working...

October 23, 2019/by Alan Moore
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

After working in corporate banking...

October 16, 2019/by Alan Moore
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko

You have the chance to gain or lose ...

October 09, 2019/by Alan Moore
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla

From broker-dealer to independent...

October 02, 2019/by Alan Moore
Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Ep #222: Building Your Business with Intentionality featuring Eric Roberge

Starting and running a business...

September 25, 2019/by Alan Moore

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