Father, Financial Planner, Speaker, Consultant, Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of @XYPlanning
Bozeman, MT
Joined January 2011
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🎉SPECIAL 10TH ANNIVERSARY EPISODE! Tune in and learn about:
📌XYPN's OG story
📌The problems XYPN solved for and how being mission-driven drives growth
📌The next ten years: what's in store for XYPN
Listen or Watch:hubs.ly/Q02tbKvj0
YouTube: hubs.ly/Q02tbQm00
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A SNEAK PEEK OF THE NEW FFS BOOK.
LAST DAY only open 9 AM MT, April 17 - 9 AM MT, April 18, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJfXz0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE TOTE COOLER.
DAY 9 of 10 giveaways only open 9 AM MT, April 16 - 9 AM MT, April 17, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJ4gc0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE SWEATSHIRT.
DAY 8 of 10 giveaways only open 9 AM MT, April 15 - 9 AM MT, April 16, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJ5S00
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE T-SHIRTS.
DAY 7 of 10 giveaways only open 9 AM MT, April 12 - 9 AM MT, April 13, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJb8V0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TUMBLER.
DAY 6 of 10 giveaways only open 9 AM MT, April 11 - 9 AM MT, April 12, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJ4fR0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TRAVEL MUG.
DAY 5 of 10 giveaways only open 9 AM MT, April 10 - 9 AM MT, April 11, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rH-3N0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE BISTRO MUG.
DAY 4 of 10 giveaways only open 9 AM MT, April 9 - 9 AM MT, April 10, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJ0fY0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE NOTEBOOKS.
DAY 3 of 10 giveaways only open 9 AM MT, April 8 - 9 AM MT, April 9, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rHVyW0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE WATER BOTTLE.
DAY 2 of 10 giveaways only open 9 AM MT, April 5 - 9 AM MT, April 6, so your chances are 📈
Non-XYPN members enter here: hubs.ly/Q02rJ9zJ0
🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win ONE YEAR OF STANDARD MEMBERSHIP.
Only open 9 AM MT, April 4 - 9 AM MT, April 5, so your chances are 📈
Members and non-members enter here: hubs.ly/Q02rHBCd0
Join me this Wednesday, April 3, 2024 @ 10 AM PT / 1 PM EST!
REGISTER TODAY: hubs.ly/Q02rfc_60
Ask me anything about turning your dream fee-only financial planning firm into a profitable reality.
Nonprofit tax question - I was just told by a nonprofit that they could only contract their space to other nonprofits for "tax purposes". Does anyone know if there is actually a tax rule about this?
So proud of the @AdvicePay team! We just announced that we have processed 1 million transactions and a total of $500 million in planning fees. Said another way, that's 1 million checks that clients didn't have to write :-) financial-planning.com/news/…
Alan Moore (He/Him/His) retweeted
👋Next Week! We will be hosting a meet-up for #SchwabIMPACT attendees and Philly locals! Join us on the 25th at Top Tomato Philly to connect with other like-minded advisors and meet @MichaelKitces, @R_Alan_Moore, and @ArleneDMoss.
Save your spot today: hubs.ly/Q024wT2w0
I have 2 tickets to see @natebargatze in Seattle tomorrow at 7pm. Unfortunately we can't make the trip, and Ticketmaster isn't allowing resale on their marketplace. If you're interested in the tickets, let me know!
🎙Episode #363
Join this conversation with XYPN member Christine Amill Centeno, CFP®, MS, if you’re interested in:
📌 The benefits of a "perfect fit" niche for growing your business
📌 Aligning your firm's direction with your financial mission statement
hubs.ly/Q01TSC7V0
🎙 XYPN member John Underhill, CFP® shares lead gen opportunities and other marketing tactics that work.
We also discuss:
✔️ Restructuring your fees
✔️ Working through mid-growth decisions
hubs.ly/Q01STcCY0