Kate HolmesIA 011: USA with Maddy Roche of XY Planning Network
IA 011: USA with Maddy Roche of XY Planning Network
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.
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Episode Notes
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 US
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
RIA: Registered Investment Advisor (Independent)
Maddy’s favorite food from Bozeman, Montana:
Ham and cheese croissant
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