The seven sessions within the Financial Planning track at #XYPNLIVE are geared to help planners run their financial planning firms.

Read about each presenter by clicking on their photo.


Amy FlorianAdvising Clients Through the Toughest Times of Life

Monday, September 9 | 10:10 - 11:00 a.m.

Presented by Amy Florian
• Level: Scaling - Lifestyle Firm  • Eligible for one (1) CFP® continuing education credit

When clients cope with death, divorce, empty nest syndrome, or other life transitions, what you say and do in the office has more influence on your relationship than your financial savvy ever did. In this session, Amy Florian will teach you how to answer the dreaded “bad news” call and will explore the unique issues your clients face, the differences between how men and women deal with transition, and the best ways to communicate at appointments and on the phone. Learn to handle a crying client and whether the stages of grief are applicable. Gain skills to deal with irrational fears, bring humor into meetings, and help clients of all ages make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.

Amy Florian

Amy Florian, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life.

She is author of over 150 articles and the award-winning books “No Longer Awkward: Communicating with Clients through the Toughest Times of Life” and “A Friend Indeed: Help Those You Love When They Grieve”. She is the recipient of numerous awards for her ground-breaking work, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, and many others.

Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and individuals internationally.

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Sarah FallawEye-Rolls or Head Nods? Understanding Client Attitudes Towards Financial Planning

Monday, September 9 | 11:10 a.m. - 12:00 p.m.

Presented by Sarah Fallaw
• Level: Launch  • Eligible for one (1) CFP® continuing education credit

How can attitudes about budgeting, spending, and investing impact how you work with clients? Each client has a unique outlook on different aspects of the financial planning process, and those attitudes can influence success in providing advice and helping clients reach their goals. In this session, you’ll gain a deeper understanding of how attitudes relate to financial behaviors and financial outcomes such as net worth, regardless of how old we are or our income level. You will leave with a set of structured questions you can use to add to your prospecting/onboarding process to uncover financial attitudes. This session is eligible for 1 CFP® Board credit.

Sarah Fallaw

Sarah Stanley Fallaw, Ph.D. is the author of The Next Millionaire Next Door and the founder of DataPoints LLC, a research and technology company that provides advisors and individuals with behavioral science tools to achieve financial success. DataPoints created the industry's first assessment of individual propensity to build wealth based on The Millionaire Next Door and has been featured in MarketWatch, Money Magazine, InvestmentNews, U.S. News & World Report, and Michael Kitces’ Nerds Eye View.

Her research on psychometrics and financial psychology has been featured in conferences and publications including Industrial and Organizational Psychology and the Journal of Financial Services Professionals.

Sarah received her Ph.D. in Applied Psychology from the University of Georgia in 2003.

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#XYPNLIVE 2019 in St. Louis

 

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Compliance/Operations

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Coaches' Corner

Come to #XYPNLIVE ready to ask any questions that have been keeping you up at night, and leave armed with real solutions for your business.  Receive individualized help in a one-on-one or small group session of your choice. 

Financial Planning Coaches

Cristina BehrensGeorge KinderA Conversation with George Kinder and Fellow Registered Life Planners®

Monday, September 9 | 3:10 - 4:00 p.m.

Presented by George Kinder, Cristina Livadary, Scott Frank, Frankie Corrado, and Malcolm Thomas 
• Level: Scaling - Lifestyle Firm  • Eligible for one (1) CFP® continuing education creditMalcolm Thomas Frankie Corrado Scott Frank

Join George Kinder and fellow Registered Life Planners® Cristina Livadary, Scott Frank, and Frankie Corrado for this session moderated by Malcolm Thomas, and be sure to bring your questions. Expect a wide-ranging conversation on Life Planning, its roots in mindfulness, the Three Questions, EVOKE®, best business practices, delivering Life Planning to the underserved, and using EVOKE® to build community vitality, as well as a discussion of George’s new book: A Golden Civilization and the Map of Mindfulness.

George Kinder

Internationally recognized as the father of the Life Planning movement, George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning.

He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. He has written six books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, which are considered by many to be the seminal works in the burgeoning field of Financial Life Planning.

In his new book, A Golden Civilization and a Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere.

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Cristina Livadary, CFP®

Cristina is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments. In this role she worked in both Southern California and Hawaii, consulting for and working with over 10,000 financial advisors.

After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Today, she believes that even greater success can be achieved by solving issues holistically - with individuals and their families.

Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients.

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Scott Frank, CFP®

Scott is the Founder of Stone Steps Financial, a financial life planning firm based in Encinitas, CA. Scott is passionate about helping clients align their money with their life.

Before he applies his technical expertise as a CFP professional and CFA charterholder, he has deep discussions with clients through the EVOKE Process to help clients determine what matters to them most. With this lens, Scott works with clients to build and implement a financial life plan.

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Frankie Corrado

Frankie Corrado is a Financial Life Guide and partner at the firm, Blue Blaze Financial Advisors. Utilizing skills learned as both a CFP(r) and Registered Life Planner (RLP), Frankie guides clients to their optimal lives by appealing to both their heads and their hearts. Since incorporating Life Planning techniques into his practice, Frankie has found tremendous energy and buy-in from clients to take the necessary actions required to reach their unique and individual goals.

In addition to his role with Blue Blaze, Frankie also serves as the President of the Board of Directors for the non-profit financial planning organization, the Alliance of Comprehensive Planners (ACP).

In his spare time, Frankie pursues the elements in his own Life Plan!

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Malcolm Thomas

As XYPN's Director of Advisor Success, Malcolm is tasked with doing just that—helping advisors succeed. After graduating from Gettysburg College with a B.A in Management, Malcolm jumped straight into the financial services industry and never looked back. With a drive to help shape the future of financial planning and a passion for bringing financial advice to the next generation of clients, he has a lot in common with the advisors in the Network.

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Travis ParryBridging the Relational-Finance Gap

Monday, September 9 | 4:10 - 5:00 p.m.

Presented by Travis Parry
• Level: Refine and Grow  • Eligible for one (1) CFP® continuing education credit

Have you ever met with a married couple who showed signs of relationship problems? Most financial planners have, but unfortunately, they often don’t serve these couples well. The result is a dip in productivity and loss of revenue. In this session, Dr. Parry presents the research behind the relational and financial gap and explains what every financial planner needs to know to help at-risk couples. You will learn how to help these couples and better understand what you might need to work on in your own relationships as well.

Dr. Travis Parry

Dr. Travis G. Parry began his professional career as a financial advisor in 2002. After a series of life-changing events, he invested in his education and earned several degrees in behavioral science to better understand human behavior.

He coaches financial advisors to help them be more productive so they can make more time for family and live their life on purpose.

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Steve CrawfordHey Alexa, Is My Financial Planning Firm Ready for the 2020s?

Wednesday, September 11 | 8:30 - 9:20 a.m.

Presented by Steve Crawford
• Level: Refine and Grow

Independent Financial Advisory (IFA) firms of the 2020s will face tougher competition than ever before from larger, more established "planning" (read investment) firms who are putting downward pressure on fees, and the “value” of traditional financial planning.  Combine this with the growth of the FAANGs in the finance space and it paints a picture where smaller IFAs are potentially getting squeezed out of the next decade. In this session, Steve Crawford of Experience Wealth will show you that all is not lost. In fact, by evolving with the Big Insto's and FAANGs, IFAs can create a unique CVP designed to survive and thrive into the 2020s. Steve will show you how to Re-Boot, Re-Build, Ramp-up and Relaunch your 2020s IFA Firm.

Steve Crawford

Steve launched Experience Wealth in 2008 to focus on Generation XY clients. He started his business with no clients, no referral partners and had never been an adviser before. Experience Wealth has grown almost exclusively from client referrals - the majority of which are referred due to the Money Coaching and Goal Planning focus Steve has with his clients.

In 2018 Steve was awarded the Independent Financial Adviser - Industry Thought Leader award in large part to his contribution to the Australian Financial Advice community, and his aim to push the boundaries of a ‘traditional advice’ model forward by incorporating Virtual Meetings, Video, and other methods to deliver advice to the Netflix generations in a modern way.

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Hui-Chin ChenPlanning In A Global World: How To Be An Effective Advisor for Global Clients

Wednesday, September 11 | 9:30 - 10:20 a.m.

Presented by Hui-chin Chen
• Level: Scaling - Lifestyle Firm  • Eligible for one (1) CFP® continuing education credit

As the world gets flatter, you will encounter more clients with international ties or global mobility. At the same time, governments around the world increasingly impose regulations to make global living full of costly landmines. Traditional single country planning or even country-pair cross-border planning are not enough to serve these clients and their families who call multiple countries home in their lifetime.

In this session, you will learn how to differentiate various types global planning needs, how to identify planning opportunities and potential pitfalls, and how to best serve these clients while supporting their global connections and lifestyle.

Hui-chin Chen

Hui-chin Chen, CFP® is a first-generation immigrant to the US and a globally mobile professional. Drawing from her own experience of living in seven countries in the past ten years, she specializes in working with US citizens around the world and visa holders in the US, helping them make prudent financial decisions for international moves and global living.

She was named one of the 40 Under 40 Financial Advisors by InvestmentNews in 2017. Hui-chin owns Pavlov Financial Planning and breaks down complex global planning topics in everyday language on her blog Money Matters for Globetrotters.

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Jason HowellFamily Governance: A System for Developing High Net Worth Clients

Wednesday, September 11 | 10:30 - 11:20 a.m.

Presented by Jason Howell
• Level: Scaling - Lifestyle Firm  • Eligible for one (1) CFP® continuing education credit

The rich get richer because the rich get help. Today, independent firms have the ability to deliver what the ultra-high net worth clients value most from their advisors: help passing on their values along with their wealth. Family governance is a system for creating family harmony, preserving family history, and nurturing family values (and wealth) through the purposeful structure and stewardship of the founding family members. Mass affluent families are only one or two generations away from becoming (at least) high net worth ($5 million or more) and can take advantage of this system. In this session, you’ll learn to enhance your financial planning process to bring this opportunity to your clients.

Jason Howell

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, author of “Joy of Financial Planning,” Instructor of Personal Finance at American University, President and founder of Jason Howell Company.

Jason is a veteran XYPN member (#60) having started his membership and his firm in August of 2015. This is his third business and fourth career. From mowing lawns in his early teens, to starting an accounting and software firm for musicians post-college (George Mason University), to running as an Independent for U.S. Congress in 2012, Jason has consistently tried to disrupt old industries (even when he was ahead of his time). His mission is to bring the best of ultra-high net worth family financial planning to this generation’s mass affluent.

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