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
Crappy audio
09/14/2019
The podcast is great overall. Just very crappy audio.
XY has forgotten what it is
06/02/2022
When Alan started the podcast years ago the overall energy was entrepreneurial, innovative and positive. It portrayed tons of great stories and tips from advisors who were blazing the trails in the RIA space. Over the last year or so, XYPN and it’s radio show have pivoted from being a company and community of FA entrepreneurs focusing on business to a vehicle for social justice. There is nothing wrong with fighting for social justice but abandoning the business focus has taken XY from a unicorn in the RIA space to just another political organization. From what I can tell this is being pushed mainly by Alan, Maddie and maybe a few others and not by the majority of XY employees. I wish XY remained a place of information and not activism.
The audio is Horrible!
07/04/2021
You need to figure out why your audio is so bad and hard to understand.
Great Information for all Advisors!
01/11/2018
This podcast is not only for millennials, or those working with millennials - great information for all RIA's wanting to grow their business! Alan Moore does a great job hosting the show. His questions and insights are spot on! Highly recommend it!
About
Information
- CreatorXYPN
- Years Active2015 - 2024
- Episodes399
- RatingClean
- Show Website
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