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Alan Moore

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.

Recent Posts

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

My guest today is XYPN member...

March 20, 2019/by Alan Moore
Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

Today's episode is going to be a...

March 13, 2019/by Alan Moore
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

If you're interested in what’s...

March 06, 2019/by Alan Moore
Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

Ryan Galiotto’s interest in finance...

February 27, 2019/by Alan Moore
Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm,...

February 20, 2019/by Alan Moore
Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying...

February 13, 2019/by Alan Moore
Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

 

From tax planning to owning...

February 06, 2019/by Alan Moore
Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

In this episode, you'll get to hear...

January 30, 2019/by Alan Moore
Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Jeremy Walter had a unique...

January 23, 2019/by Alan Moore
Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

The lack of financial literacy is...

January 16, 2019/by Alan Moore
Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is...

January 09, 2019/by Alan Moore
Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Making the shift from serving in...

January 02, 2019/by Alan Moore
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Malcolm Thomas became XYPN’s...

December 26, 2018/by Alan Moore
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

Today’s episode is great for all...

December 19, 2018/by Alan Moore
Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Although he didn’t expect to become...

December 12, 2018/by Alan Moore
Ep #181: The Day-to-Day of a COO - The Career of XYPN's COO Raul Dominguez

Ep #181: The Day-to-Day of a COO - The Career of XYPN's COO Raul Dominguez

Today I’m excited to have XYPN’s...

December 05, 2018/by Alan Moore
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

XYPN co-founder Michael Kitces is...

November 28, 2018/by Alan Moore
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

XYPN member Michelle Gass has had...

November 21, 2018/by Alan Moore
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

 

Morgen Rochard started out...

November 14, 2018/by Alan Moore
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

Danna Jacobs and Rob Colon are an...

November 07, 2018/by Alan Moore
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

Todays' guest decided to start his...

October 31, 2018/by Alan Moore

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