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XYPN Radio

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

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

1hr 13mins

28 Nov 2018

Rank #1

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

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

1hr 1min

20 Nov 2019

Rank #2

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

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

1hr 3mins

26 Dec 2018

Rank #3

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

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

1hr 7mins

12 Sep 2018

Rank #4

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

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

55mins

29 Aug 2018

Rank #5

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

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

1hr 6mins

17 Jul 2019

Rank #6

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

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

1hr 10mins

6 Nov 2019

Rank #7

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

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

58mins

14 Oct 2015

Rank #8

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

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

47mins

7 Oct 2015

Rank #9

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

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

54mins

30 Sep 2015

Rank #10

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

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

1hr 12mins

14 Nov 2018

Rank #11

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

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

59mins

4 Dec 2019

Rank #12

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

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

1hr 7mins

25 Nov 2015

Rank #13

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

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

1hr 1min

28 Oct 2015

Rank #14

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

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  

57mins

4 Mar 2020

Rank #15

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

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      

53mins

11 Mar 2020

Rank #16

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

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

1hr 2mins

17 Oct 2018

Rank #17

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Ep #237: Personalize Your Sales Process with BB Webb

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  

58mins

8 Jan 2020

Rank #18

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

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

1hr 1min

10 Oct 2018

Rank #19

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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 compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to expect when it comes to audits. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/236  

59mins

1 Jan 2020

Rank #20