XYPN Radio / Kathleen Boyd

Episode No. 322 | November 17, 2021

Serving Advisors Instead of Clients to Broaden Your Impact

A Conversation with Kathleen Boyd

Guest Headshot

We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …

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December 20, 2017

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that ethnic minorities and females have when trying to break into and become established in the field. Listen in …

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