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/
Episodes
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer
12/25/2024
On this episode of XYPN Radio I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of the N2 Content Marketing Group. Together we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating digestible, engaging videos that not only resonate with your audience but also rank well for maximum discoverability.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/403
Duration:00:51:09
Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad
12/11/2024
In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/402
Duration:00:48:18
Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward
11/27/2024
XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative topics: mindfulness, freedom, and how to change our civilization—yes, we’re going big and bold today.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/401
Duration:00:54:19
Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE
11/13/2024
What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it?
Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/400
Duration:01:07:28
Ep #399: Redefining Success In Your Financial Planning Firm
10/30/2024
In this episode of XYPN Radio, we welcome Brenna Baucum, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/399
Duration:00:52:00
Ep #398: Supporting Childfree Clients with Financial Planning and Beyond
10/16/2024
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398
Duration:00:55:52
Ep #397: Empowering Internationally Born Clients Through Financial Planning
10/2/2024
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her own firm.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/397
Duration:00:55:50
Ep #396: Leading a Growing Advisory Firm with Nathan Donohue
9/18/2024
In this episode of XYPN Radio, I chat with Nathan Donohue, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer to an RIA and what it takes to successfully run a growing advisory firm today.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/396
Duration:00:50:53
Ep #395: Attracting and Retaining Top Advisors with Caleb Brown
9/4/2024
We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on compensation and hiring timelines, as well as practical tips for vetting applicants through interviews and work samples.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/395
Duration:01:01:36
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
8/21/2024
In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges they’ve overcome along the way.
FPFoCo now serves over 120 clients, and Jason credits their success to the specialized expertise of his team and their commitment to continually improving processes and systems.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/394
Duration:00:56:51
Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster
8/7/2024
In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves over 50 clients, focusing primarily on young to mid-career veterinarians.
Discover how niching down has allowed Ashley to align his passion with purpose while building a lifestyle practice.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/393
Duration:00:55:55
Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA
7/24/2024
In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020.
Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to scaling his firm with 1099 advisors.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/392
Duration:00:51:43
Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients
7/10/2024
In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up.
We dive into the origins of their partnership, their strategic collaboration with ProFed to host workshops for their ideal clients, and the early investments that paved the way for their success. Despite the inherent risks, Ed and Amanda have no regrets in the venture and have grown their client base to over 100 satisfied clients.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/391
Duration:00:58:28
Ep #390: Leveraging Lived Experience to Serve Business Owners
6/26/2024
In today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth.
We delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses. John discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/390
Duration:00:55:48
Ep #389: Going Full-time as a Solopreneur with Linden Cornett
6/12/2024
We are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason.
As a proud solopreneur, Linden has masterfully built systems and processes that allow her to scale and take well-deserved vacations. She gives us an inside look at how she leverages tools like Asana and introduces her innovative 15-hour intro planning package for new clients. Transparency is key as Linden openly shares her revenue and client numbers and offers invaluable advice for new advisors considering a shift into this space.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/389
Duration:00:51:11
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
5/29/2024
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow their firm.
They discuss the considerations required when moving from a large financial advisory firm to an independent RIA, navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how they manage disagreements and how their friendship and shared passion for their work strengthen their professional relationship.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383
Duration:00:54:05
Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
5/15/2024
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial.
Rebecca shares how she has evolved SeedSafe from a lifestyle practice into a firm that now serves over 90 ongoing clients with a team of five. She provides insights into her management philosophy, including how she inspires and empowers her team while also maintaining a manageable work-life balance. We also dive into her strategies for sustaining a 25-30 hour work week, and giving her team the same flexibility.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/387
Duration:00:55:04
Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
5/1/2024
On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the technology itself, and the ideas that inspired its creation.
Reese shares how his frustrations with the lack of realistic, standardized measurements for a client's financial health led him to define what he calls the client's 11 vital signs—an essential aspect that eventually led to the development of Elements. These vital signs don't just transform the delivery of financial planning services by advisors, but they also redefine the client's experience and the overall value of financial planning.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/386
Duration:00:59:19
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
4/17/2024
In this special edition of XYPN Radio, co-founders Alan Moore and Michael Kitces join me to celebrate 10 years of XYPN. We reminisce about the early days, including how they met, the initial emails about opportunities for financial planners, and the growth and strategic decisions that shaped the company, including their first hire—me. Their complementary strengths and a commitment to innovation have been key to XYPN's success.
We also discuss the future, including the launch of XYPN Sapphire, a corporate RIA designed to support a broader range of advisors. Join us as we celebrate XYPN's journey from industry disruptor to leader, and explore what's next for fee-for-service advisors building their dream firms.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/385
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
4/3/2024
I'm honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, back on XYPN Radio. It's been nearly three years since she last joined, and this time, we discuss the technological enhancements she's made, including her use of Holistiplan, Kwanti, and other essential tools. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm.
We also dive into Cathy’s AUM fee model, where she emphasizes the importance of simplifying your fee structure for long-term success. She shares insights on setting time boundaries with clients to enhance service and build lasting relationships. By the end of this episode, Cathy’s confidence will leave you feeling more equipped to sell your own value.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/384
Duration:01:01:24