Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff


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By XYPN Radio, Alan Moore, and Michael Kitces. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

We’re excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN’s Tech Team as the Product Owner, a role that allows her to leverage her deep understanding of member needs to design and create cutting-edge technology solutions for the Network.

Taylor pivoted into this industry when she joined Team XYPN back in 2018 as one of the original team members. We cover a lot of ground in this episode as we talk about the tech tools Taylor recommends for all advisors, insights into the role technology can play in scaling large business, and, how as someone who has managed anxiety her whole life, she’s been able to make decisions and move projects forward even when she’s not 100% confident. As an avid reader and efficiency whiz, Taylor shares her words of wisdom about uncovering your “why” and leaves listeners with some great book recommendations.

If you’re interested in how to leverage a technology mindset in this industry or your practice, this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/290

296 episodes