#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 327 - Heather Townsend
  • #XYPNRadio Feature Image Episode 325 - Jennipher Lommen
  • #XYPNRadio Feature Image Episode 321 - Ashley Foster
  • #XYPNRadio Feature Image Episode 318 - Danika Waddell
  • #XYPNRadio Feature Image Episode 314 - Spencer Stephens
Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

XYPN has conducted an Annual...

December 01, 2021/by Alan Moore
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

We’re thrilled to welcome back XYPN...

July 15, 2020/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 #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 #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is back...

November 28, 2018/by Alan Moore
Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

March 14, 2018/by Alan Moore
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

 

I’m excited to have Michael Kitces on...

November 08, 2017/by Alan Moore
Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

We're getting a little ranty on...

October 14, 2015/by Alan Moore
Ep #11: Crisis of Differentiation and the Niche Imperative

Ep #11: Crisis of Differentiation and the Niche Imperative

We're changing things up a little bit...

September 23, 2015/by Alan Moore

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Popular Posts:

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd
Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

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