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XYPN Radio

Updated 2 months ago

Business
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Careers
Investing
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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

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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

iTunes Ratings

90 Ratings
Average Ratings
78
3
5
2
2

Crappy audio

By Prof ChiChi - Sep 14 2019
Read more
The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
If you're in the financial planning industry- this podcast is a must!

iTunes Ratings

90 Ratings
Average Ratings
78
3
5
2
2

Crappy audio

By Prof ChiChi - Sep 14 2019
Read more
The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
Read more
If you're in the financial planning industry- this podcast is a must!
Cover image of XYPN Radio

XYPN Radio

Latest release on Aug 05, 2020

Read more

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

Rank #1: Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

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XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.

We dive into our 2018 Benchmarking Study's primary charts and cover key data points that will help advisors thinking about launching a firm set realistic expectations about growth. How much revenue should you expect for your first years in business? Is it really necessary to find a niche? Does the CFP even matter? Listen in to get those answers and more!

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/180

Nov 28 2018

1hr 13mins

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Rank #2: Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces

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Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. So today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey and share the results.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/230

Nov 20 2019

1hr 1min

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Rank #3: Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

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Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry.

In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he’s learned over the years, his mission in working with XYPN’s Advisor Success Department, and his outlook on the future of the industry.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/184

Dec 26 2018

1hr 3mins

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Rank #4: Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

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Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career journey into financial consulting and eventually his own successful business. He talks about the unique challenges and risks involved as an immigrant and shares many tips on what to do (and not to do) when it comes to starting your own firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/169

Sep 12 2018

1hr 7mins

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Rank #5: Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

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Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and XY Adviser in Australia. After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning firm at what was probably the worst possible time to start a firm: 2008.

Despite the timing—and despite committing four major don’ts with his own firm—Steve has been steadily growing his business and helping his clients become financially independent. Since bringing on a couple of other advisors, he’s shifted his focus to providing cash flow planning services, and also training other advisors on how to provide this service. Listen in to hear how Steve integrated cash flow planning into his service model, where the majority of his clients come from, and what to expect from the cash flow presentation he'll be giving at the XYPN LIVE 2018 Conference. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/167

Aug 29 2018

55mins

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Rank #6: Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

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How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join the show to dive into these topics and clarify the areas that are under scrutiny. Both men bring valuable information and advice to the issues presented and shed some light on how we can move forward as a community.

Listen in to hear Michael and Scott discuss how regulators see financial services differently, as well as how we can communicate better and more clearly to them. You will learn what specific areas and action items to work on regarding consistency and communication, what regulators are trying to evaluate, and why these regulators are being triggered in the first place.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/213

Jul 17 2019

1hr 6mins

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Rank #7: Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces

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This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great questions about this process and what it entails. So today Michael Kitces joins the show to help answer those questions, discuss how this came about, and explain why this is so important for financial planners everywhere. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/228

Nov 06 2019

1hr 10mins

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Rank #8: Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

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Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/15

Oct 14 2015

58mins

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Rank #9: Ep #14: The career of Daniel Wrenne - From Northwestern Mutual Insurance Agent to Fee-Only Financial Planner

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Today’s interview is with Daniel Wrenne, the founder of Wrenne Financial Planning. Daniel has an interesting story; he was building a pretty solid book of business at Northwestern Mutual before ultimately deciding to branch off and start his own firm. Daniel has built his firm over the last ten months working primarily with physicians and business owners that are striving to save for the future.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/14

Oct 07 2015

47mins

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Rank #10: Ep #13: The Career of Matt Becker - Starting a Firm From Scratch With No Experience

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This week we are back to our regular interview schedule with Matt Becker’s inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I know in financial planning. Matt has built his entire brand and firm around Mom and Dad Money, focused primarily on the very obvious target market - new parents.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/13

Sep 30 2015

54mins

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Rank #11: Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

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Morgen Rochard started out trading but eventually ended up owner her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience in breaking into the financial planning world, growing a firm and even advice for women who want to start a firm AND a family.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/178

Nov 14 2018

1hr 12mins

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Rank #12: Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley

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Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about the ups and downs they faced along the way and the difficulties they've navigated over the years as they've built their business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/232

Dec 04 2019

59mins

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Rank #13: Ep #23: The How and Why of Monthly Retainers with Alan & Kitces

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Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don’t understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/23

Nov 25 2015

1hr 7mins

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Rank #14: Ep #18: The Career of Brittney Castro - From $0 - $250k Revenue in 24 Months with No AUM

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This week, I am pumped to bring you this interview with Brittney Castro. Brittney is the founder of Financially Wise Women, a Los Angeles-based firm. I’ve actually been following Brittney ever since I first started my firm back in 2012. I only had social media interactions with her until I finally caught up with her at FinCon, down in Charlotte, where she was speaking on how to build courses to leverage your brand and increase the number of clients that you can help.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/18

Oct 28 2015

1hr 1min

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Rank #15: Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan

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Joe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the corporate side of this industry and after nearly 20 years, he is experiencing the most joy he ever has - joy he credits to his firm. Today Joe joins the show to share his advice for advisors breaking out on their own and reminds us how great it can be when you push through the hardships of getting started.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/245  

Mar 04 2020

57mins

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Rank #16: Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje

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Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a bio-tech company and after getting her own financial house in order she was drawn into Financial Planning industry. After working at another fee-only firm, she decided to start her own RIA and today she runs a completely virtual business with over 50 clients of her own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/246      

Mar 11 2020

53mins

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Rank #17: Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

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We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia Beach, VA - on the show today. Both Sean and Paul served in the Navy for over 20 years, and chose financial planning as their encore careers.

We discuss at length how Sean and Paul teamed up to rebrand Paul’s RIA into their own three years ago after meeting by chance through a Facebook Group and how they began to serve their people: former and active military members. We also talk about the benefits of the monthly retainer model and how charging their clients on a monthly fee has insulated them from the impact of the COVID-19 pandemic.

With COVID-19 changing many aspects of our lives, learn how Sean and Paul have managed to stay successful because of their choice in niche (military personnel), their active participation within their online communities, and their partnership.

If you’re interested in how to build a business that protects you, your business, and clients during turbulent and uncertain times, then this episode is for you.  

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/252     

Apr 22 2020

1hr 1min

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Rank #18: Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

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When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last time we spoke with her she had promised her family to not work as much by taking on only 5 new clients per year. In this episode we catch up with her to see how this plan has gone and how she is balancing family life, her practice and a part-time job.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/174

Oct 17 2018

1hr 2mins

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Rank #19: Ep #237: Personalize Your Sales Process with BB Webb

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BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their sales process.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/237  

Jan 08 2020

58mins

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Rank #20: Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson

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Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind life and career. He has some great insight and advice to share on time management, niche marketing, resilience and much more. Mike talks in depth about where he found his passion for finance and noticed an important need for financial help in the field he is so passionate about.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/173

Oct 10 2018

1hr 1min

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Ep #267: Supporting BIPOC Advisors on the Path to the CFP

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We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey pursuing it; and ultimately the scholarships and opportunities the XYPN Diversity Committee offers to advisors both in and out of the Network to make the CFP® more accessible, achievable, and utilized within our industry.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/267

Aug 05 2020

52mins

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Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

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We’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/266

Jul 29 2020

58mins

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Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

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Join us as we discuss Jocelyn Wright’s experiences being the first and only Black person in many rooms over the years in her industry, and how she has viewed it as an opportunity to lean in by networking. Learn from Jocelyn's passion for her work and the importance of our current environment for making real change in our industry. Finally, listen to her message around diversifying the industry and how if we don't act now, we may lose this opportunity forever. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/265 

Jul 22 2020

57mins

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

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We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Today, Michael shares what that ruling means and how XYPN plans to respond to it. 

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/264  

Jul 15 2020

56mins

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Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez

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We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly of the experience and credits it for training him on establishing real personal rapport with clients.  After starting his CFP® curriculum and leaving Merrill, he decided to open up his own RIA with a then-business partner, both when they were just in their mid 20s. Although the partnership only lasted for about a year, Levi serves over 60 clients today on his own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/263   

Jul 08 2020

55mins

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Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas

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We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. With 40 years of experience in this industry, Therese has spent time working in the insurance business with employee benefits as well as a substantial stint at LPL. However, it wasn't until 2016 when Therese decided to sell her commission business and open up her own fee-only firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/262   

Jul 01 2020

1hr 2mins

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Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

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We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and providing advice when the music economy began to move to digital and the U.S. economy headed into the 2008 recession, and found herself without a job.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/261   

Jun 24 2020

1hr

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Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes

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We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network and joined the then-group of 30 financial advisors and discovered how he wanted to build his own firm. Being a planner, however, Tyler wanted to launch and run his firm while remaining cash flow positive, so unlike a lot of advisors, Tyler took a part-time job to make the dollars work.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/260   

Jun 17 2020

56mins

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Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan

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We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though he loved his work, he found that he was drawn to financial planning and decided in 2010 to start his own firm on the side.

While Dave remained employed full time at Crayola for seven years while he ran his firm part time, he found that he was having trouble balancing all of his personal and professional responsibilities, and ultimately, his mental health declined. Dave became restless, anxiety-ridden and depressed, which ultimately led to his decision to leave Crayola and focus on a career that gives him the most fulfillment.

Join us as we discuss the mental health stigma and Dave’s career-path, from having a high-level position in a corporate environment to running his own firm. Learn how he has prioritized happiness and ways to practice self-care through meditating, eating right, and more. Finally, listen as we talk about embracing what he calls an “experimental attitude” and having fun discovering what serves you in order to ultimately serve your clients more authentically.

If you're interested in hearing about how to take care of yourself personally during these turbulent times, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/259  

Jun 10 2020

54mins

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Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee

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We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018 and she expresses the challenges she and others have faced when starting a business, particularly in those first few years.

Join us as we talk extensively about niches: from 2018 when Angie’s niche was college planning to today, where she now serves women in the STEM industries. Listen as she discusses how she leverages the support of coaches, training, and her network to help her not only stay motivated, but to hone her message and her niche.

If you're interested in understanding how to pivot a niche, then this podcast is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/258  

Jun 03 2020

1hr

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Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell

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We’re excited to have XYPN members Diana Bacon with FSG out of Dallas, TX, and Scott Bell with GDP Inc out of Manhattan Beach, CA on today's show. Both Diana and Scott started and grew their own RIAs during the 2008 recession.

During this episode, we reminisce about their experiences getting started in the industry and their decision to go out on their own during such a tumultuous time in our history. You’ll also hear Diana and Scott share their advice about what to consider when starting a business during a recession for those of you who are hoping to break into the industry. Finally, you’ll learn about the changes that they've witnessed throughout their careers: the entrance of more women into the industry, the impact of technology, the ability to reach diverse clients, and finally, how the industry has become more and more focused and in demand of real client relationships.

Although our world has changed as we're each faced with so much uncertainty around COVID-19, not much has changed for Diana or Scott; their strategies remain the same and their passion continues to drive their work. If you're interested in what it's like to launch and grow a business during a recession, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/257  

May 27 2020

1hr 2mins

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Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

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This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experiences, opportunities, and hardships. As we braced for a new reality, the XYPN Advisor Success team rolled out "The Way Forward", an initiative that leans on the expertise of all of these coaches to provide advisors with the tools they need to handle the 2020 market disruption and beyond.

Today, Emily, Arlene, Carolyn and BB share what they've built for our advisor community, including the resources and programs that comprise “The Way Forward.” From providing open coaching opportunities to webinars and educational courses around how to market in our new world. Emily and Arlene speak directly about actionable steps advisors can take to plan for and build a business in today's environment while Carolyn and BB discuss changes to your marketing/sales processes. What they do all agree on is keeping the human component of the advisor client relationship front and center.

There's no denying that we're in a shared crisis with our clients for the first time ever. This provides a meaningful opportunity for advisors to be seen as solution providers to their clients, but more importantly, a real human that understands what it's like to wake up every day right now with uncertainty. If you're interested in what XYPN has done and continues to do to support advisors in a time of crisis, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/256   

May 20 2020

1hr 5mins

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Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies

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We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space, but while pursuing his MBA, he was drawn to financial planning. Shortly after graduating, Chuck changed careers by taking a position at a fee-only RIA—what he describes as the perfect entry point into this space.

In today's episode, Chuck details his six-year journey developing the skills and tools needed to run an RIA while pursuing his CFP designation. As a self-described introvert, Chuck has leaned into a community of like-minded financial advisors with the belief that the more willing you are to put yourself out there, the more you'll get back in return.

Through his journey, Chuck felt the itch to go out on his own—to serve clients he wanted, on his terms—which led to his decision to open up his own RIA. Launching a firm provided Chuck the flexibility to focus on his priorities—spending time with family and staying mentally and physically healthy—and to ramp up his firm now that his kids are getting older.

Whether you're an introvert wondering if you can create a path in financial planning or a career changer looking to make the switch, this episode has something for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/255   

May 13 2020

58mins

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Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde

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We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - specifically in today’s environment -  how his company has been able to maintain strong revenue numbers through the recent market volatility, and finally how he and his team have been able to take on and serve new clients during this time.

During this episode, you’ll hear Kenneth highlight the similarities he's seeing in terms of client responses to COVID as he saw during the market downturns of 2001 and 2008 and his rigid communication strategy, which he credits as the reason he and his team haven't received a single panicked phone call or email. Learn as we talk about the future of our industry and the importance of leaning on others both in and out of this industry for inspiration and new ideas.

If you're interested in how to run a hyper-efficient team while giving your clients an unprecedented level of comfort, you won't want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/254     

May 06 2020

55mins

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Ep #253: How to Communicate Authentically with Clients During a Time of Crisis

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We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients.

As we continue to navigate through life during the COVID-19 pandemic, you’ll hear us cover: the importance of showing empathy, compassion and patience to your clients; how Meg, Ian, Brian and Leighann have facilitated conversations with current clients and potential clients that have created deep and lasting meaningful connections and trust; and Kinder’s “turnaround” approach as a means to refocus the conversation on how the client really feels. You’ll hear the passion in each of their voices, become inspired by their commitment to serving clients wholeheartedly, and learn how you too can improve the discourse between you and your clients long into the future and hopefully keep our profession moving in the right direction.

If you're interested in improving your ability to connect meaningfully and authentically with your clients during this time of COVID and into the future, then you won't want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/253     

Apr 29 2020

1hr

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Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

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We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia Beach, VA - on the show today. Both Sean and Paul served in the Navy for over 20 years, and chose financial planning as their encore careers.

We discuss at length how Sean and Paul teamed up to rebrand Paul’s RIA into their own three years ago after meeting by chance through a Facebook Group and how they began to serve their people: former and active military members. We also talk about the benefits of the monthly retainer model and how charging their clients on a monthly fee has insulated them from the impact of the COVID-19 pandemic.

With COVID-19 changing many aspects of our lives, learn how Sean and Paul have managed to stay successful because of their choice in niche (military personnel), their active participation within their online communities, and their partnership.

If you’re interested in how to build a business that protects you, your business, and clients during turbulent and uncertain times, then this episode is for you.  

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/252     

Apr 22 2020

1hr 1min

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Ep #251: Making Advice Available in the Time of COVID-19

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On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/251 

Apr 15 2020

1hr 2mins

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Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

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Scott Weiss is the owner of Weiss Financial Group, a fee only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, as well as why he decided to leave that industry and enter into the financial planning profession.

Listen in as we delve into Scott’s story: what it was like joining a family firm, how they broke the business into a tax firm and a financial planning firm, the experience of earning his CFP®, and what he’s doing to stay relevant to his ideal client base.

We recorded this episode March 20, 2020, when the world started to spiral into this state of uncertainty as a result of the COVID-19 pandemic. Scott talks about where we are today as a country and as an industry, and he shines light on how he's been able to leverage a community, his network, and his education to ensure that he can show up for his clients, himself, and his family. If you're interested in how to grow a family business or how to just keep your head above water during these wild times, this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/250  

Apr 08 2020

55mins

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Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams

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Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us and how the underlying desire to help people followed her with every career move she made. In 2017, she finally broke out on her own and was able to transition and continue to serve over 40 client households from her previous firms, preserving the long-term relationships that she had built over those years. Listen in as she delves into the flexibility that owning her own firm affords her and how she dealt with the imposter syndrome, as well as the role of women in this profession and where she thinks the industry is heading.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/249     

Apr 01 2020

54mins

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Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter

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Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective on the show today about having built not just one firm over the years, but two.

Join us as we talk about his investment in networking and how it paid off big time as he progressed through his career, as well as Trent’s sage advice around goal setting, being okay with goals not working out, and creating a firm that allows you to live your best life.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/248      

Mar 25 2020

54mins

Play

iTunes Ratings

90 Ratings
Average Ratings
78
3
5
2
2

Crappy audio

By Prof ChiChi - Sep 14 2019
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The podcast is great overall. Just very crappy audio.

Just Freakin' Awesome!

By Soaking It Up Like A Sponge - Mar 07 2017
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If you're in the financial planning industry- this podcast is a must!