Maddy Roche, Director of Member Services at XY Planning Network, inspires with her journey into the profession and her passion for building a financial planning community with a 100x impact.

Correction from the episode: XYPN has almost 22% female advisers, not 18%.

You’ll Learn

How a cold email changed Maddy’s career from paralegal to Director of Getting Sh*t Done at XY Planning Network (XYPN).
The impact Maddy is making on the profession without being a financial adviser or financial planner.
What XYPN is and how it's disrupting financial planning in the U.S.
What XYPN did to change conference culture.
Why the abundance mentality is so important in building this profession.

Guest Bio Maddy Roche is the Director of Member Services at XY Planning Network (XYPN), and has been making moves and getting sh!t done since she joined the team in May of 2014 when the Network was made up of its first 30 founding members.

Driven by sharing positive energy, Maddy seeks out any opportunity to mingle and exchange ideas with her inspiring community members. She lives and works in Bozeman, Montana helping make financial planning accessible to young people. She is passionate about leaning into feelings, skiing and beautiful food.

Resources and Terminology

Maddy’s LinkedIn
XY Planning Network Website
#XYPN Live 2020
RIA: Registered Investment Advisor (Independent)

IA 011: USA With Maddy Roche Of XY Planning Network​ 36:21 Share

The Innovating Advice Show

Shownotes Transcript

IA 011: USA With Maddy Roche Of XY Planning Network