Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd, CFP®

We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion.

Today, Kathleen discusses the challenges advisors face when building their processes, how they can get overcome with analysis paralysis as they try to systematize, and she offers sage advice on how to avoid these pitfalls. She gives a lot of credit and love to the advisors who choose to start businesses, encouraging them to think outside the box on who and how they serve. Kathleen is a black, queer woman and has had a diverse and broad career in this industry—she’s been on Investment New’s 40 under 40 list—and she shares what it’s been like to find her place in this industry with the help of mentors, and what it’s been like to work at XYPN, a place she says embraces progressive thinking in a real way.

If you’re interested in how to leverage your financial planning experience in dynamic ways, then this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/322