Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story

XYPN Radio

Kandungan disediakan oleh XYPN Radio and XY Planning Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh XYPN Radio and XY Planning Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

23d ago 1:09:19

MP3•Laman utama episod

Today’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the untapped opportunities that existed for both financial planners and the underserved NextGen market.

We delve into the early growth and strategic decisions they made— including their first hire, which brought me into the mix. Michael and Alan discuss their complementary strengths and how XYPN and their partnership have both grown and evolved over the years. Unchanged at the core of XYPN's success lies an unwavering commitment to identifying challenges and delivering innovative solutions so that financial planners can live their great lives.

Share our vision for the future as we explore the reasons for our pilot program, XYPN Sapphire, a corporate RIA set to empower a wider spectrum of advisors navigating ever-changing goals and dreams. And join us in celebrating XYPN’s remarkable journey from industry disruptor to proven leader and all that lies ahead.

Tune in for this special episode as we celebrate the last—and next—10 years of making it possible for fee-for-service advisors to build the financial planning firm of their dreams.

386 episod