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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

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!

Stop focusing on race

Too much of that here.

Great show for financial advisors!

Alan and Michael have been trendsetters in financial services and built up an incredible group with their XY Planning Network. Must listen podcast if you are in financial services! - Brad Johnson host of The Elite Advisor Blueprint Podcast

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Customer Ratings