#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers
Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Michael and Alan are back for another...

September 28, 2016/by Alan Moore
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

Jake Kuebler is a 30-year-old planner...

September 21, 2016/by Alan Moore
Ep #65: Developing a Specialty Service Around College Planning

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for more...

September 14, 2016/by Alan Moore
Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Trace Tisler walked away from a...

September 07, 2016/by Alan Moore
Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Ep #63: Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Michael and Alan are back for another...

August 31, 2016/by Alan Moore
Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Ep #62: Surviving the Storm on the Path to Success - The Career of Andrew McFadden

Andrew McFadden took a traditional...

August 24, 2016/by Alan Moore
Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Are you thinking about becoming part of...

August 17, 2016/by Alan Moore
Ep #60: Financial Life Coaching with Garrett Philbin

Ep #60: Financial Life Coaching with Garrett Philbin

Can you create a profitable business...

August 10, 2016/by Alan Moore
Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model

Many advisors feel overwhelmed while...

August 03, 2016/by Alan Moore
Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Ep 58: Break Away from Selling Products and Launch a Fee-Only RIA

Do you want to start your own fee-only...

July 27, 2016/by Alan Moore
Ep #57: How to Be an Entrepreneur in Financial Planning

Ep #57: How to Be an Entrepreneur in Financial Planning

This week, we get to hear from Stephen...

July 20, 2016/by Alan Moore
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More

Alan and Michael Kitces are back to...

July 13, 2016/by Alan Moore
Ep #55: How to Transition to Working as a Virtual Advisor

Ep #55: How to Transition to Working as a Virtual Advisor

On this week's episode, we're answering...

July 06, 2016/by Alan Moore
Ep #54: Developing a Financial Literacy Program with Jennifer Harper

Ep #54: Developing a Financial Literacy Program with Jennifer Harper

This week, we’re excited to welcome...

June 29, 2016/by Alan Moore
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala

This week, we’re excited to welcome...

June 22, 2016/by Alan Moore
Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

Ep #52: How In-Person Networking Can Land 27 Clients in 12 Months

At XY Planning Network, we have a lot...

June 15, 2016/by Alan Moore
Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology

Ep #51: Alan & Kitces Unhinged - Robo Advisors, Mastermind Groups, and Technology

Michael Kitces joins Alan for a mailbag...

June 08, 2016/by Alan Moore
EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

EP #50: From Getting Fired to Founding XY Planning Network - The Career of Alan Moore

We're hitting a major milestone with...

June 01, 2016/by Alan Moore
Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

Ep #49: What It Takes to Start a Firm From Scratch with Scott Frank

This week, we're hearing about the...

May 25, 2016/by Alan Moore
Ep #48: How to Advise on Student Loans in Financial Planning

Ep #48: How to Advise on Student Loans in Financial Planning

Heather Jarvis joins the podcast to...

May 18, 2016/by Alan Moore
Ep #47: Family and Financial Planning - The Career of Pam Horack

Ep #47: Family and Financial Planning - The Career of Pam Horack

We're excited to welcome Pam Horack to...

May 11, 2016/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

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 #41: Convert Financial Planning Leads to Clients with Nancy Bleeke
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call