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
Michael Kitces
Charlie Van Derven
Caleb Brown
Richard E. Boone
Ken Unger
The Evolving Advisor Podcast
Financial Planning Association
Jonathan Peyton
Bridging The Gap
David DeCelle
Dr. Lisa Miller
Truelytics
Becoming Referable Podcast
Exit Coach Bill Black
TD Ameritrade Institutional
The Institute of Advanced Financial Planners | David Miller
The Financial Planning Training Academy
Kate Holmes
Scott Hanson
John Brown
Emerge 180
BluespringWealthPartners
Financial Planning
Daniel Kopp, Forrest Baumhover
Pat Ennis, CExP™
Jonathan Kuttin
None
Dimensional Fund Advisors
Buckingham Wealth Partners
Dominique Henderson, CFP®
Inkandescent Radio
Tom Conzelman: Project Management Consultant, Leader, and Expert
Wealth Advisor Training
Mylawyersabi
Roman Polnar
Dan Doran
Dan Cuprill, CFP
None
Elite Financial Advisors
Reese Harper, CFP®
Francois du Toit
Tina Powell | C-Suite Social Media
Purposeful Planning Institute
Mark Bruno
Sean Kernan: CFP, Independent Financial Advisor and Blogger
Chris
Slipstream Group
Steve Sanduski
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
VanillaLaw
Sheryl Hickerson
None
Sean Kernan
David Spray
CEG Worldwide
Coldstream Wealth Managment
John Carvalho
Paul Sweeney
Mindy Diamond - Financial Advisor Recruiter and Consultant
View Legal
Financial Planning
Mike Saunders, MBA
Brad Johnson
Kevin Harrington & Seth Greene
Adam Holt and Derek Notman
Mike Reilly
Adviser Gap
Professional Podcasts LLC (www.professionalpodcasts.com)
SkyView Partners
That Makes Cents
Kathleen Burns Kingsbury
Nana Bonsu
Moin Mirza
Dynamic Directions
JP McAvoy
Hurrdat Media
For Advisors
The Pinnacle Group
cegvideo
The Heritage Institute
eMoney & Benzinga
SUBRATA BISWAS
Gary Heldt
Karen Coyne, CFP®
Lincoln Financial Network
Matt Halloran, CRO at ProudMouth
WealthVest
Mark Akeroyd
MassMutual
Elite Consulting Partners
Sam Oakes
Westminster Consulting
Tom Hine
Rob Jacomen, Host
WealthCo.ca
FPA NE
Victor Metlege