Best Nextgenclients Podcasts (2024)

1
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

1d ago1:09:19

1:09:19

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 t…

1
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

16d ago1:01:24

1:01:24

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the …

1
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

1M ago59:46

59:46

Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced his approach to financial planning and led to his crea…

1
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

1M ago54:59

54:59

In this episode, Maddy Roche returns as the full-time host of XYPN Radio. Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wirehouse to shape the foundation of her fee-only, flat-fee…

1
Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

2M ago47:08

47:08

This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financi…

1
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

2M ago56:46

56:46

Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 210 at xyplanningnetwork.com/210. It was fantastic touching base an…

1
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

3M ago53:01

53:01

Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Pea…

1
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36

3M ago52:36

52:36

Join us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy League student debt to catalyzing change. This episode, Bri…

1
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08

4M ago55:08

55:08

XYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career was impacted by a layoff related to a merger. His runn…

1
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34

4M ago54:34

54:34

In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis, where she worked on various teams. Maggie noticed a disconnect …

1
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25

5M ago49:25

49:25

Many of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating the corporate landscape, including a role at JPMorgan Chase, Nycole face…

1
Ep #374: When Your Life Partner Makes for the Best Business Partner 56:10

5M ago56:10

56:10

Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've diversified their services, embraced their Christian faith in financi…

1
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE 1:01:36

6M ago1:01:36

1:01:36

What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN…

1
Ep #372: How To Find Success While Doing the Next Right Thing 55:58

6M ago55:58

55:58

Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued doing right by his clients, himself, and his family. Alo…

1
Ep #371: How Life's Detours Can Support Your Dream Job 55:00

7M ago55:00

55:00

Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken an unexpected path to a growth-filled, confident today.…

1
Ep #370: Mastering the RIA Transition from CIO to Successful Founder 55:19

7M ago55:19

55:19

Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won’t want to m…

1
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management 1:00:17

8M ago1:00:17

1:00:17

Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention of a congregation also in need! Following this path, he found him…

1
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients 46:16

8M ago46:16

46:16

Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the founder of Hilltop Financial Advisors and Student Loans Over 50. …

1
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross 51:16

8M ago51:16

51:16

We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. Lela…

1
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young 59:00

9M ago59:00

59:00

If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, founder of Yearwood Young Advisors. From engineering to Wall Street …

1
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh 57:44

9M ago57:44

57:44

If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlon’s early experience in HR for the Marine Corps helped formulate …

1
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane 52:07

10M ago52:07

52:07

If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just as she was finishing her training program, the US repealed a law …

1
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno 55:16

10M ago55:16

55:16

If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial services at Ameriprise in 2007 and worked in a variety of broker's sid…

1
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill 53:05

11M ago53:05

53:05

If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well working through growth and fee structuring decisions, this episode is for you! XYPN member John Underhill, CFP®, founder of Acorn and Oak Wealth Management, based i…

1
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill 54:35

11M ago54:35

54:35

In this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career as an Air Force pilot, during which time he developed a passion …

Podcasts Worth a Listen

Nextgenclients Podcasts

Podcasts Worth a Listen

1
XYPN Radio

XY Planning Network

1
Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

1
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

1
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

1
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

1
Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

1
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

1
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

1
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36

1
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA 55:08

1
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance 54:34

1
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA 49:25

1
Ep #374: When Your Life Partner Makes for the Best Business Partner 56:10

1
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE 1:01:36

1
Ep #372: How To Find Success While Doing the Next Right Thing 55:58

1
Ep #371: How Life's Detours Can Support Your Dream Job 55:00

1
Ep #370: Mastering the RIA Transition from CIO to Successful Founder 55:19

1
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management 1:00:17

1
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients 46:16

1
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross 51:16

1
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young 59:00

1
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh 57:44

1
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane 52:07

1
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno 55:16

1
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill 53:05

1
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill 54:35

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