XYPN Radio

XYPN•www.xyplanningnetwork.com

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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Episodes

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: https://www.xyplanningnetwork.com/13...

Sep 30, 2015•54 min

Ep #12: BONUS EPISODE - Alan & Kitces Unhinged (Mailbag style!)

Today, we were able to answer four listener questions from our XYPN VIP group, centered mostly around niche marketing and growing your practice. So, if this is an area of interest for you, and if you have questions surrounding these topics, then you are going to want to listen in. Michael and I dive into your questions and help you get the answers you need to grow your firm. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/12...

Sep 28, 2015•53 min

Ep #11: Crisis of Differentiation and the Niche Imperative

If you are one of those financial planners that believe having a niche doesn’t matter, you need to listen to this episode. I think this episode might just convince you to take a hard look at that belief and, with our predictions for the world of financial planning, actually start looking at your business. Michael and I share our sometimes-conflicting views on why having a niche is so important and how to set up your business to cater to a niche that will make you THE adviser to work with. You ca...

Sep 23, 2015•1 hr 4 min

Ep #10: The Career of Mary Beth Storjohann - From Receptionist to Businesses Owner at 29 Years-Old

Today’s guest is at the top of the short list of people we knew we had to talk to when starting XYPN Radio. Mary Beth Storjohann is the founder of Workable Wealth, a financial planning firm based out of San Diego, CA. Mary Beth is a total rock star. She has had a really fast-paced career and she is a business owner who actually just had a baby. On this episode, we go through her incredible journey of starting out as a receptionist in a financial planning firm in college and less than ten years l...

Sep 16, 2015•56 min

Ep #9: Preparing for a Career in Financial Planning and How to Avoid Making a Big Hiring Mistake with Caleb Brown of New Planner Recruiting

This week on XYPN Radio , I am honored to welcome the man that helped me start in the financial planning world, Caleb Brown. Caleb is the co-founder and CEO of New Planner Recruiting, the leading recruiting firm for financial planners nationwide. They find and interview candidates in college programs, as well as those who are changing careers and are breaking into financial planning and pair them with financial planning firms that are hiring. You can find show notes and more information by click...

Sep 09, 2015•57 min

Ep #8: Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning

Bill joins us today to dive into the massive changes that we are seeing for advisors in the financial planning profession when it comes to technology. We delve into Bill's outlook on the current state of financial planning, what’s new, what’s coming, and where the money is flowing from. We also address the topic of RoboAdvisors and (as you'll find out) how he is actually partially responsible for the proliferation of the word, RoboAdvisor. You can find show notes and more information by clicking...

Sep 02, 2015•1 hr 2 min

Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old

Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard. Jake is the president and managing partner of Bluestem Financial Advisors, LLC. His story embodies one that many of us have always aspired to be a part of. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/7...

Aug 28, 2015•1 hr 2 min

Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams

Eric joins us to share his journey of building a business that has helped him and his clients create the lives that they’ve always wanted. After several transitions, where Eric went through insurance sales, hybrid advisory firm, and ended up partnering with a family investment advisor, he ultimately made the leap to starting his own firm. This episode goes through his career progression and how he finally built a business to support his incredible life. You can find show notes and more informati...

Aug 27, 2015•1 hr 2 min

Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Mauer

Join us as Mark shares why it is impossible for a single advisor or even single insurance agent to keep up with all of the different insurance companies and products available on the market today. You won’t want to miss this inside look at how LLIS is set-up and how they work with advisors to ensure their clients get the best service possible. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/5...

Aug 26, 2015•1 hr 1 min

Ep #4: Blogging Your Way To The Top with Jeff Rose

Are you struggling to figure out how to build and grow your own financial practice firm ? Not sure which media platform to start off with? The good news is that Jeff isn’t shy when it comes to sharing what’s working for his business. Wondering what’s the bad news? There is none, just press "play" to learn how he uses social media & blogging to support and build his business and how you can do then same for your company. For complete show notes and more information click here: https://www.xyplann...

Aug 25, 2015•54 min

Ep #3: The Career of Sophia Bera - From Actress to Firm Owner

If you’re struggling with the decision on whether or not to launch your own firm and what it’s going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button... You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/3...

Aug 24, 2015•1 hr 3 min

Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process

Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl’s unique financial planning process, from introductory meeting all the way through plan delivery. You don’t want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business. You...

Aug 24, 2015•59 min

Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning

On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN’s very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you’ve probably heard of Michael. And today, you’re going to get an awesome introduction to him and hear his amazing story that very few people have actually heard. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/1...

Aug 18, 2015•1 hr 9 min

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