343 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

    • Business
    • 4.6 • 119 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 #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

    Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

    We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career.
    Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning advice—without investment management. After two months, he generated more revenue than an entire year. So, he made the decision to go solo.
    In this episode, Alan and Cody discuss the importance of empowering clients to get involved with their finances. Measure Twice Financial leads by example—simplifying financial topics to help DIY investors to align their money with their values. Cody built his firm from the ground up, finding his ideal client before choosing a service model and fee structure. His goal is to change the perception of a financial planner's role by increasing the transparency of planning.
    If you’re interested in advice-only planning or are looking to align your professional goals and values, this episode is for you.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/344

    • 1 hr
    Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

    Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

    Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C.
    Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place. Financial planning seemed to be the perfect way to help clients lead socially responsible lives while building financial stability. He launched Planning for Progress in 2016 part-time to build slowly (and remain an active part of movements for social and economic justice). After 4 years, his network and niche aligned. Ethan relaunched in 2022 as a full-time advisor and now serves 70 clients in a calendar year.
    This episode is fun—and brutally honest. Ethan shares his experience of transitioning between service models to fit his ideal client by embracing both comprehensive and project-based service models and getting his existing clients on board.
    If you’re thinking about starting a firm part-time or looking for ways to incorporate your values into your business, this episode is full of advice for you.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/343

    • 1 hr 4 min
    Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

    Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

    We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education.
    The day after learning she was pregnant with twins, her family faced the news that no one should have to hear: her husband had a brain tumor. Shortly after the birth of their twins, the COVID pandemic hit. The next year was challenging—to say the least. In this interview, Rachael talks candidly about finding #XYPNRadio during the pandemic and the role that it played in taking the leap to start her own firm. She soon realized that opening her own fee-only firm was a real possibility and found the courage to launch. Rachel’s leap of faith paid off—after two years, she now has found her niche helping women manage money stress to deal with what really matters.
    Rachael's story is incredible, as is her commitment to advising with empathy. You don't want to miss this episode.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/342

    • 1 hr 2 min
    Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

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

    We’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of the Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to Merrill Edge, Schwab, then an independent RIA, all before launching his fee-only firm with a tattoo artist niche.
    Colton shares the impact of his unexpected unemployment in the launch of his firm in January of 2021 and how his banking background gave him the confidence to build his own firm from scratch. After 9 months of business, Colton scrapped his niche nine months in to be the go-to resource for tattoo artists on his schedule. His firm is now growing incredibly fast, bringing in 10 clients in 6 months, on a schedule that prioritizes his personal and business goals.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/341

    • 54 min
    Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

    Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

    We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago.
    Some early dentist clients from a center of influence referral eventually led her to go all in on working with dentists. She's been growing her network of dentistry practice consultants, bankers, and insurance folks who work with dentists and is also networking with investment managers who refer clients to her because she is advice-only, meaning she doesn't manage investments. She's been growing her firm and has started hiring for support. Sharon talked about the decision to hire and what she's looking for in a second planner. If you're interested in learning more about what it’s like to work with dentists and hire on a second lead planner, this episode is for you.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/340

    • 53 min
    Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

    Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

    We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He started his career in public accounting as an auditor, thinking it would help prepare him to be an advisor because accounting and finance were basically the same things, right? Not really, and Chad is glad to be on a different path now.
    Before ending up at an RIA actually doing financial planning, an unexpected pregnancy, and his wife getting a fellowship across the country led him to decide to launch his own firm. This was in 2020, in the middle of COVID, in a new state. Chad shared how they made it work as a family for him to be able to pursue his dream of entrepreneurship while also supporting his wife's career. Now he works part-time and has taken on the household responsibilities, and is building a great firm focused on helping clients that our industry has historically underserved.
    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/339

    • 56 min

Customer Reviews

4.6 out of 5
119 Ratings

119 Ratings

Prof ChiChi ,

Crappy audio

The podcast is great overall. Just very crappy audio.

Codinho ,

XY has forgotten what it is

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.

sk9270az ,

The audio is Horrible!

You need to figure out why your audio is so bad and hard to understand.

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