Today, we’re excited to welcome the sponsor of #XYPNRadio Launch Week, Mark Maurer! Mark is the president and CEO of LLIS.
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Some advisors build practices, and others build platforms. Jeff Rose has done both, and in this episode, we unpack exactly how.
Want to know what’s unheard of? A successful 31-year-old financial advisor. On this episode of #XYPNRadio, we're proud to have 31-year-old Sophia Bera, founder of Gen Y Planning! When the average financial advisor is about 55 (and male), you can bet she is making waves as a young and …
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Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
Welcome to the inaugural episode of #XYPNRadio, the podcast 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. We’re really excited to publish the show live for a …
It's been a long while in the making, but it's finally here. Team XYPN is very excited to announce that the first episodes of XYPN Radio are now live!
Ever wished there was a badass podcast show just for you, the financial advisor who wants to launch your own firm to serve your ideal clients? We hear you -- and we shared that wish. That's why XY Planning Network is launching a brand new podcast, XYPN Radio, on August 24th!
