#XYPNRadio

Featured Episodes

  • #XYPNRadio Feature Image Episode 251: Making Advice Available in the Time of COVID-19
  • #XYPNRadio Feature Image Episode 247: Leveraging Technology and Broker/Dealer Experience
  • #XYPNRadio Episode 236 Feature Image: Audits: Dos and Don'ts from a Former State Regulator
  • #XYPNRadio Feature Image Episode 252: The Importance of the Monthly Retainer Model and How it Withstands Market Volatility
  • #XYPNRadio Feature Image Episode 253: How to Communicate Authentically with Clients During a Time of Crisis

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 #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
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel

Today, we’re excited to talk with...

March 10, 2021/by Alan Moore
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes

We’re excited to have Cathy Morgan...

March 03, 2021/by Alan Moore
Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn

We’re excited to have John Mason and...

February 24, 2021/by Alan Moore
Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman

We’re honored to have XYPN Director...

February 17, 2021/by Alan Moore
Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

Ep #294: Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte

February 10, 2021/by Alan Moore
Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

We’re excited to have XYPN member...

February 03, 2021/by Alan Moore
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot

We’re excited to have XYPN member...

January 27, 2021/by Alan Moore
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle

We’re excited to have XYPN members...

January 20, 2021/by Alan Moore
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff

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

We’re excited to have XYPN teammate,...

January 13, 2021/by Alan Moore
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

Ep #289: Navigating the Finance Industry: The Career of Lamar Watson

We’re ‌excited‌ ‌to‌ ‌have‌ ‌XYPN‌...

January 06, 2021/by Alan Moore
Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Ep #288: XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces

Today, XYPN co-founders, Alan Moore...

December 30, 2020/by Alan Moore
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

We’re excited to have XYPN member...

December 23, 2020/by Alan Moore

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