266 episodes

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

XYPN Radio Alan Moore and Michael Kitces

    • Investing
    • 4.6, 98 Ratings

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 #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

    Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

    We’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/266

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

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

    Join us as we discuss Jocelyn Wright’s experiences being the first and only Black person in many rooms over the years in her industry, and how she has viewed it as an opportunity to lean in by networking. Learn from Jocelyn's passion for her work and the importance of our current environment for making real change in our industry. Finally, listen to her message around diversifying the industry and how if we don't act now, we may lose this opportunity forever. 
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/265 

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

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

    We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, we officially received a ruling against us in late June 2020. Today, Michael shares what that ruling means and how XYPN plans to respond to it. 
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/264  

    • 56 min
    Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez

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

    We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly of the experience and credits it for training him on establishing real personal rapport with clients.  After starting his CFP® curriculum and leaving Merrill, he decided to open up his own RIA with a then-business partner, both when they were just in their mid 20s. Although the partnership only lasted for about a year, Levi serves over 60 clients today on his own.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/263   

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

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

    We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. With 40 years of experience in this industry, Therese has spent time working in the insurance business with employee benefits as well as a substantial stint at LPL. However, it wasn't until 2016 when Therese decided to sell her commission business and open up her own fee-only firm.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/262   

    • 1 hr 2 min
    Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom

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

    We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation, Leslie was first introduced to the concept of managing money and providing advice when the music economy began to move to digital and the U.S. economy headed into the 2008 recession, and found herself without a job.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/261   

    • 1 hr

Customer Reviews

4.6 out of 5
98 Ratings

98 Ratings

Prof ChiChi ,

Crappy audio

The podcast is great overall. Just very crappy audio.

BrentCarnduff ,

Great Information for all Advisors!

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!

GFnotbychoice ,

This show lacks focus

Many of the guests drone on and on about their work and life history. Some guests are trying to market to financial planners and they tend to do a long winded sales pitch about their product or service. I wish Alan would ask questions to unearth why and how the advisor succeeded or failed at various aspects of their business. If a coach is a guest then the coach needs to share some of their strategies instead of just saying how great they are.

Top Podcasts In Investing

Listeners Also Subscribed To