August 24, 2015
Ep #3: The Career of Sophia Bera - From Actress to Firm Owner
Want to know what’s unheard of? A successful 31-year-old financial advisor. On this episode of #XYPNRadio, we're proud to have 31-year-old Sophia Bera, founder of Gen Y Planning! When the average financial advisor is about 55 (and male), you can bet she is making waves as a young and …
August 24, 2015
Ep #1: The Career of Michael Kitces - How He Became the "King Nerd" of Financial Planning
Welcome to the inaugural episode of #XYPNRadio, the podcast 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. We’re really excited to publish the show live for a …
