Xypn Radio

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

Informações:

Sinopse

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 drea