XYPN
XYPN
  • Видео 495
  • Просмотров 10 226
Supporting Childfree Clients with Financial Planning and Beyond
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Bri share how traditional financial systems often overlook this growing demographic. They discuss their innovative service model designed to support their clients' flexibility and long-term planning needs, including the complex topic of end-of-life planning.
Jay and Bri also reveal their vision for the firm's future, including expanding into medical and financial power of attorney services and how their media pr...
Просмотров: 28

Видео

Bridging Generations: Mastering Strategies for the Great Wealth Transfer with Envestnet
Просмотров 34День назад
Preparing investors for the Great Wealth Transfer involves tailoring strategies to meet the needs of both current and future generations. Join Tom Via, Training Specialist at Envestnet, to explore effective techniques and tools for enhancing financial outcomes for older clients while engaging the next generation with modern solutions. Want to learn more about XYPN, follow us here! Website: www....
Empowering Internationally Born Clients Through Financial Planning
Просмотров 2814 дней назад
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a lack of cultural competence in financial advising inspired her to shift careers and launch her firm. Jane now serv...
Strategic Automation and CRM with Wealthbox + Sphynx Automation
Просмотров 4414 дней назад
In this live event, you will learn how to: Identify Automation Opportunities: Discover which tasks are better handled by automation tools versus AI Leverage Your Tech Tools: Explore how to use Sphynx Automation and third-party tools like Zapier for effective administrative task management Achieve Best Practices: Learn when to automate tasks and when to rely on AI to ensure the best outcomes for...
Ditch Traditional Planning for a Scalable Advice Model
Просмотров 8721 день назад
Michael Kitces estimates it takes an average of 10 hours to deliver a comprehensive financial plan. Join the Elements team and XYPN member Timothy Iseler, CFP®, to learn how you can dramatically reduce the time it takes to provide your clients with the holistic financial advice they need to make smart financial decisions. Want to learn more about XYPN, follow us here! Website: www.xyplanningnet...
Leading a Growing Advisory Firm with Nathan Donohue CFP®, RICP®, CLU®, CLTC®
Просмотров 50Месяц назад
In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer in 2021 and what it takes to run a growing advisory firm today successfully. Nathan provides valuable insights into how he confidently delegat...
Understanding 403(b) Plans: How to Support Educator Clients in Navigating Retirement Plan Options
Просмотров 65Месяц назад
Many financial advisors must familiarize themselves with the unique challenges and opportunities presented by 403(b) plans, commonly offered to K-12 teachers and university staff. Unlike 401(k) plans, 403(b) plans often lack the same regulatory oversight and can be filled with high-fee, restrictive financial products. Join Scott Dauenhauer, CFP®, MPAS, founder of Meridian Wealth Management, Aut...
Recruiting and Retaining Top Financial Planning Professionals With Caleb Brown, MBA, CFP®
Просмотров 39Месяц назад
In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advisory practices across the country. We dive deep into the entrepreneurial journey, discussing the realities of tr...
Ditch the Pitch: Mastering Genuine Conversations to Hit Sales Goals
Просмотров 80Месяц назад
Are you falling short of your sales and revenue goals? You're not alone-many advisors are struggling, especially given the challenging economic conditions this past year. But it’s not too late to convert more prospects and achieve your RIA's annual benchmarks. Join us for a 55-minute virtual workshop where Nancy Bleeke Noël from Sales Pro Insider will reveal: Why you need to “ditch the pitch” a...
How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner CFP®
Просмотров 35Месяц назад
On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges they’ve overcome along the wa...
Attract Ideal Clients and Clone Them Like Magic
Просмотров 94Месяц назад
Are you ready to elevate your client acquisition strategy? Discover efficient methods to identify and attract ideal clients online with Robyn Crane, CFP® from Crane Financial, Inc. In this session, you'll explore the 5 Steps of the Revenue Accelerator System™, designed to streamline your client acquisition process and enhance your business growth. In this webinar, you will: Learn methods to ide...
XYPN Makes it Possible
Просмотров 1252 месяца назад
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. Want to learn more about XYPN, follow us here! W...
How to Get Your First Client from Social Media as a Financial Advisor
Просмотров 1442 месяца назад
With 244 million US viewers dedicating an average of 17 hours weekly to short-form video content, financial advisors have a remarkable opportunity to engage current and potential clients on social media. But where do you start? Join Nate Hoskin, CFP® & Nick Meyer, CFP®, who collectively boast over 2 million followers and 500 million video views on short-form platforms. In this webinar, they wil...
Ep 393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster
Просмотров 932 месяца назад
In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves over 50 clients, focusing primarily on young to m...
Making the Transition from a Broker-Dealer to Launching Your RIA
Просмотров 632 месяца назад
In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020. Jamie shares his ...
Get Paid Without Getting Overwhelmed: Tips On Fee-billing And Books With AdvicePay & XYPN Books
Просмотров 753 месяца назад
Get Paid Without Getting Overwhelmed: Tips On Fee-billing And Books With AdvicePay & XYPN Books
Ask Me Anything: I Changed Careers to Be a Financial Planner
Просмотров 1073 месяца назад
Ask Me Anything: I Changed Careers to Be a Financial Planner
Taking Risks and Loving the Process With Ed Smith CFP®, MBA and Amanda Lique
Просмотров 533 месяца назад
Taking Risks and Loving the Process With Ed Smith CFP®, MBA and Amanda Lique
Leveraging Lived Experience to Serve Business Owners With John Bovard, CFP®
Просмотров 593 месяца назад
Leveraging Lived Experience to Serve Business Owners With John Bovard, CFP®
Building a “Set It and Forget It” Lead Generation Engine for your RIA with PreciseFP
Просмотров 873 месяца назад
Building a “Set It and Forget It” Lead Generation Engine for your RIA with PreciseFP
Going Full-time as a Solopreneur with Linden Cornett
Просмотров 1034 месяца назад
Going Full-time as a Solopreneur with Linden Cornett
Create Onboarding Efficiencies for Client Engagement with fpPathfinder, Wealthbox, and RightCapital
Просмотров 2474 месяца назад
Create Onboarding Efficiencies for Client Engagement with fpPathfinder, Wealthbox, and RightCapital
Ask Me Anything: To Scale or Not To Scale Your RIA
Просмотров 464 месяца назад
Ask Me Anything: To Scale or Not To Scale Your RIA
Creating Workflows That Work for You with Hubly and XYPN Ops
Просмотров 874 месяца назад
Creating Workflows That Work for You with Hubly and XYPN Ops
Unlocking the Power of a Partnership | XYPN Radio Feat. Jack Arnold and David Harpool
Просмотров 434 месяца назад
Unlocking the Power of a Partnership | XYPN Radio Feat. Jack Arnold and David Harpool
Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner | XYPN Radio
Просмотров 735 месяцев назад
Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner | XYPN Radio
What Makes Betterment for Advisors Better for Planning-Focused Advisors
Просмотров 1315 месяцев назад
What Makes Betterment for Advisors Better for Planning-Focused Advisors
Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA
Просмотров 765 месяцев назад
Ask Me Anything: Leaving a Broker-Dealer to Launch an RIA
Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool | XYPN Radio
Просмотров 535 месяцев назад
Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool | XYPN Radio
Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way
Просмотров 505 месяцев назад
Direct Indexing: Personalize Your Client Experience with Values-based Investing in a Tax-smart Way