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XYPN Radio

By Alan Moore and Michael Kitces | Co-Founders of the XY Planning Network are passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.

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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

Customer Reviews

a

Great Podcast to launch with! Can’t wait to hear more.

I have been waiting for something like this!

This is a new podcast but so far it is excellent! It's brought to you by XY Planning Network, the brainchild of Michael Kitces and Alan Moore. It's geared towards Fee-Only financial advsiors and younger advisors but I think anyone in the financial industry or even entreprenuers in other fields can find value here. I look forward to more epsiodes!

Launch Week

I listened to the first 4 episodes and they are excellent! Great advice for financial planners.

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Customer Ratings