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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 #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South...

June 26, 2019/by Alan Moore
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

After working for his previous firm...

June 19, 2019/by Alan Moore
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

After coming on the show two years...

June 12, 2019/by Alan Moore
Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

After attending Colorado State...

June 05, 2019/by Alan Moore
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

Michelle Smalenberger has over 12...

May 29, 2019/by Alan Moore
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

Today XYPN member Sara Stanich,...

May 22, 2019/by Alan Moore
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

Sidney Divine, founder of Divine...

May 15, 2019/by Alan Moore
Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

How did a teacher with a wanderlust...

May 08, 2019/by Alan Moore
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

Today XYPN member Sue Peck, founder...

May 01, 2019/by Alan Moore
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

From corporate finance to financial...

April 24, 2019/by Alan Moore
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

Over the past 200 episodes, we’ve...

April 17, 2019/by Alan Moore
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice

Jamie Rice joins the show today to...

April 10, 2019/by Alan Moore
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

Today, Emlen Miles-Mattingly...

April 03, 2019/by Alan Moore
Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

Today, Julie Ford joins the show to...

March 27, 2019/by Alan Moore
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

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