Ep #319: 7.5 Years at XYPN: A Conversation with #XYPNRadio Host Maddy Roche

Published: Oct. 6, 2021, noon

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#XYPNRadio\\u2019s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN\\u2019s Senior Director of Member Success, a role in which she\\u2019s entirely dedicated to helping XYPN members be successful.\\xa0

As the first employee, Maddy has been part of XYPN since the very beginning, and today, she shares her experience navigating change and the growth that comes along with it. She discusses how she inspires an \\u201cembrace change\\u201d mentality within her own team and offers advice on fostering a positive company culture and preserving that culture within a rapidly growing company. Maddy shares what it\\u2019s like to manage a team of managers\\u2014which she admits had a steep learning curve. We also spend some time reflecting on the fee-only movement, and the powerful role introspection plays in bettering yourself both personally and professionally. Having connected with thousands of fee-only advisors over the past seven and a half years, Maddy offers a unique perspective on what it really means to be a part of the XYPN movement, what exactly REAL financial planning entails, and the impact XYPN advisors have on the lives of others and on the industry at large. Maddy also shares her own experience working with a financial advisor and how recently engaging advisors who are also life planners has changed her outlook and shaped her trajectory.

If you\\u2019re interested in learning more about the story of #XYPNRadio\\u2019s host, Maddy Roche, what her seven and half year journey with XYPN has looked like, and how her introspective mindset and approach have helped her continuously better herself both as a team member and as a person, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/319

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