#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 294 - Anna NJie Konte
  • #XYPNRadio Feature Image Episode 299 - Alexandra Baig, Neil Mahoney, Todd Sensing, Matthew Ricks
  • #XYPNRadio Feature Image Episode 304 - Julie Quick and Chris Dale
  • #XYPNRadio Feature Image Episode 306- Cindu Thomas-George
  • #XYPNRadio Feature Image Episode 310 - Shane Mason and AJ Ayers

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 #319: 7.5 Years at XY Planning Network: A Conversation with #XYPNRadio Host Maddy Roche

Ep #319: 7.5 Years at XY Planning Network: A Conversation with #XYPNRadio Host Maddy Roche

#XYPNRadio’s very own host, Maddy...

October 06, 2021/by Alan Moore
Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

Ep #318: 60 Clients in the First 12 Months: A Conversation with Danika Waddell

We’re excited to talk with Danika...

September 22, 2021/by Alan Moore
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo

We’re excited to welcome Tom Lo,...

September 08, 2021/by Alan Moore
Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman

Today we’re excited to have Jerry...

August 25, 2021/by Alan Moore
Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

Ep #315: Growing Your Firm with Digital Marketing: A Conversation with Daniel Kopp

We’re excited to welcome Daniel Kopp...

August 11, 2021/by Alan Moore
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens

There is no one-size-fits-all...

July 28, 2021/by Alan Moore
Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis

We’re excited to introduce you to...

July 14, 2021/by Alan Moore
Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka

We’re excited to welcome Vinicius...

June 30, 2021/by Alan Moore
Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore

We’re excited to have Alan Moore,...

June 16, 2021/by Alan Moore
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers

We’re excited to welcome back Shane...

June 02, 2021/by Alan Moore
Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross

We’re excited to have four XYPN...

May 26, 2021/by Alan Moore
Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett

We’re honored to welcome Vince...

May 19, 2021/by Alan Moore
Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce...

May 12, 2021/by Alan Moore
Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George

In today’s episode, we’re honored to...

May 05, 2021/by Alan Moore
Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng

Today, we have the privilege of...

April 28, 2021/by Alan Moore
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale

Today we have the honor of speaking...

April 21, 2021/by Alan Moore
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

Today, we have an exciting...

April 14, 2021/by Alan Moore
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Today we’re excited to welcome Pearl...

April 07, 2021/by Alan Moore
Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

We’re incredibly excited to have...

March 31, 2021/by Alan Moore
Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN...

March 24, 2021/by Alan Moore
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks

We’re thrilled to have four...

March 17, 2021/by Alan Moore

Browse our Advisor Resources

Never miss a thing! Subscribe to receive an email notification when new material is posted.

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call