XYPN Radio

2.1

860+

TOP 2%

Creator:

Alan Moore and Michael Kitces

Training
Business
Careers
Investing
Education
Human Resources

Succession Planning

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Podcast data

Created By Alan Moore and Michael Kitces

Podcast Status active

Started 18/08/2015

Latest Episode 03/05/2023

Release Period Episodic

Episodes 359

Partner Reviews 0

Language English

Frequency 335

Average Length 59 minutes and 30 seconds

Country United States

Global Rank TOP 2%

Description

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
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Episodes
- #656519 - Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
  
  1 year ago
  
  #656519 - Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
- #656520 - Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
  
  1 year ago
  
  #656520 - Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
- #656521 - Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
  
  1 year ago
  
  #656521 - Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
- #656522 - Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
  
  1 year ago
  
  #656522 - Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
- #656523 - Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
  
  1 year ago
  
  #656523 - Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
Reviews
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XYPN Radio

XYPN Radio

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Podcast data

Description

Agent Outreach

Episodes

#656519 - Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

#656519 - Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

#656520 - Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

#656520 - Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell

#656521 - Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang

#656521 - Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang

#656522 - Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

#656522 - Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup

#656523 - Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark

#656523 - Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark

Reviews

Podcasts like this

Sound School Podcast

Sound School Podcast

The Natasha Helfer Podcast

The Natasha Helfer Podcast