#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 #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

Ep #335: Building a Fee-Only Lifestyle Firm Through Good Times and Bad: A Conversation with Danielle Harrison

We’re excited to welcome XYPN member...

May 18, 2022/by Alan Moore
Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Ep #334: The Future of #XYPNRadio: A Conversation with Alan Moore and Maddy Roche

Today’s episode is a shift from our...

May 04, 2022/by Alan Moore
Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Today, we talk to Cynthia Meyer, a...

April 20, 2022/by Alan Moore
Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Ep #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP®

Today’s interview is with Leo Marte,...

April 06, 2022/by Alan Moore
Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Ep #331: The Confidence to Launch and Define Your Niche: A Conversation with Elaine King and Scott Alan Turner

Today, we talk with two advisors who...

March 23, 2022/by Alan Moore
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

We’re excited to interview XYPN’s very...

March 09, 2022/by Alan Moore
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a...

February 23, 2022/by Alan Moore
Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson
Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend

Today’s interview is with XYPN member...

January 26, 2022/by Alan Moore
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer

Today we hear from the three founders...

January 12, 2022/by Alan Moore
Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen

Today, Jennipher Lommen, founder of...

December 29, 2021/by Alan Moore
Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

Ep #324: The Power of Preparation & Perseverance in Building Your Ideal Firm: An Interview with Wes Shannon

We’re joined today by XYPN member and...

December 15, 2021/by Alan Moore
Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #323: XYPN’s 2021 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

XYPN has conducted an Annual...

December 01, 2021/by Alan Moore
Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

Ep #322: Serving Advisors Instead of Clients to Broaden Your Impact: A Conversation with Kathleen Boyd

We’re excited to interview Kathleen...

November 17, 2021/by Alan Moore
Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster

We’re excited for today’s episode with...

November 03, 2021/by Alan Moore
Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice

Ep #320: Impacting Over 100 Clients in Two Years: An Interview with River Nice

Today, we’re excited to interview River...

October 20, 2021/by Alan Moore
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, XYPN...

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 to...

August 11, 2021/by Alan Moore

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