Broadcasts.com - browse "Business" podcasts

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

Ep #360: From Wirehouse to Solo RIAWhen Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

Published: May 3, 2023, noon
Duration: 53 minutes 28 seconds

Listed in: Business

Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

Published: April 19, 2023, noon
Duration: 58 minutes 12 seconds

Listed in: Business

Ep #358: When Having It All Looks Different Than You Planned: A Reflective Conversation with Betty Wang

Published: April 5, 2023, noon
Duration: 53 minutes 4 seconds

Listed in: Business

Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

Published: March 22, 2023, noon
Duration: 51 minutes 32 seconds

Listed in: Business

Ep #351: The Gift of Community Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller

Published: Dec. 28, 2022, 1 p.m.
Duration: 56 minutes 43 seconds

Listed in: Business

Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger

Published: Dec. 14, 2022, 1 p.m.
Duration: 57 minutes 41 seconds

Listed in: Business

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Published: Nov. 30, 2022, 1 p.m.
Duration: 1 hour 2 minutes 59 seconds

Listed in: Business

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP

Published: Aug. 10, 2022, noon
Duration: 54 minutes 4 seconds

Listed in: Business

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

Published: June 15, 2022, noon
Duration: 52 minutes 14 seconds

Listed in: Business

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

Published: May 26, 2021, noon
Duration: 55 minutes 32 seconds

Listed in: Business

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

Published: March 17, 2021, noon
Duration: 45 minutes 10 seconds

Listed in: Business

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Published: Feb. 3, 2021, 1 p.m.
Duration: 51 minutes 33 seconds

Listed in: Business

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Published: Jan. 27, 2021, 1 p.m.
Duration: 52 minutes 31 seconds

Listed in: Business

Ep #275: College Planning, Student Loans, and Todays Economic Realities: An Interview with Heather Jarvis and Joe Messinger

Published: Sept. 30, 2020, noon
Duration: 1 hour 37 seconds

Listed in: Business

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

Published: July 22, 2020, noon
Duration: 57 minutes 31 seconds

Listed in: Business

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

Published: July 15, 2020, noon
Duration: 56 minutes 38 seconds

Listed in: Business

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

Published: July 8, 2020, noon
Duration: 55 minutes 13 seconds

Listed in: Business

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

Published: July 1, 2020, noon
Duration: 1 hour 2 minutes 4 seconds

Listed in: Business

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

Published: June 24, 2020, noon
Duration: 1 hour 24 seconds

Listed in: Business

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

Published: June 17, 2020, noon
Duration: 56 minutes 47 seconds

Listed in: Business

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

Published: June 10, 2020, noon
Duration: 54 minutes 53 seconds

Listed in: Business

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

Published: March 25, 2020, noon
Duration: 54 minutes 49 seconds

Listed in: Business

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff

Published: Jan. 29, 2020, 1 p.m.
Duration: 54 minutes 9 seconds

Listed in: Business

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Published: June 5, 2019, noon
Duration: 58 minutes 9 seconds

Listed in: Business

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Published: March 6, 2019, 1 p.m.
Duration: 1 hour 7 minutes 30 seconds

Listed in: Business

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

Published: Dec. 26, 2018, 1 p.m.
Duration: 1 hour 3 minutes 23 seconds

Listed in: Business

Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep

Published: Oct. 3, 2018, noon
Duration: 1 hour 1 second

Listed in: Business

Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

Published: Aug. 1, 2018, noon
Duration: 1 hour 4 minutes 54 seconds

Listed in: Business

Ep #157: From Massage Therapy to Financial Planning, How to Build a Business That Works For You - The Career of Debbie Gallant

Published: June 20, 2018, noon
Duration: 1 hour 5 minutes 24 seconds

Listed in: Business

Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom

Published: May 16, 2018, noon
Duration: 1 hour 3 minutes 11 seconds

Listed in: Business

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Published: Feb. 21, 2018, 1 p.m.
Duration: 1 hour 8 minutes 6 seconds

Listed in: Business

Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

Published: Jan. 3, 2018, 1 p.m.
Duration: 1 hour 1 minute 40 seconds

Listed in: Business

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Published: Oct. 4, 2017, noon
Duration: 1 hour 6 minutes 7 seconds

Listed in: Business

Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management

Published: March 15, 2017, noon
Duration: 51 minutes 52 seconds

Listed in: Business

Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne

Published: Oct. 19, 2016, noon
Duration: 59 minutes 9 seconds

Listed in: Business

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

Published: Sept. 9, 2015, noon
Duration: 57 minutes 13 seconds

Listed in: Business