205 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
    • 4.8, 69 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

Customer Reviews

4.8 out of 5
69 Ratings

69 Ratings

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.

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!

N8ivmainah ,

Stop focusing on race

Too much of that here.

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