About This Show
XYPN Radio is 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. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
Most Recent Episode
Ep #70: The Power of Niche Marketing, Developing Processes, and Growing Your Firm - An Update on the Career of Daniel Wrenne
4 days ago
Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/70