#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 #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

We’re excited to have XYPN member...

November 25, 2020/by Alan Moore
Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

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

November 18, 2020/by Alan Moore
Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

We’re excited to have XYPN member...

November 11, 2020/by Alan Moore
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

We’re excited to have XYPN member...

November 04, 2020/by Alan Moore
Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

We’re thrilled to have Lucy Robeson,...

October 28, 2020/by Alan Moore
Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

We’re excited to have XYPN member...

October 21, 2020/by Alan Moore
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA

We’re excited to have Emily Purdon,...

October 14, 2020/by Alan Moore
Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

We’re excited to have XYPN member...

October 07, 2020/by Alan Moore
Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger

We’re excited to have student loan...

September 30, 2020/by Alan Moore
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward

We’re honored to have George Kinder,...

September 23, 2020/by Alan Moore
Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton

We’re excited to have Candice...

September 16, 2020/by Alan Moore
Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden

We’re excited to have XYPN member...

September 09, 2020/by Alan Moore
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

We’re excited to welcome our...

September 02, 2020/by Alan Moore
Ep #270: Scaling Your Compliance Program

Ep #270: Scaling Your Compliance Program

We’re honored to welcome Scott Gill,...

August 26, 2020/by Alan Moore
Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn

Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn

We’re excited to have Travis...

August 19, 2020/by Alan Moore
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon

We’re honored to interview Emily...

August 12, 2020/by Alan Moore
Ep #267: Supporting BIPOC Advisors on the Path to the CFP

Ep #267: Supporting BIPOC Advisors on the Path to the CFP

We’re honored to interview the...

August 05, 2020/by Alan Moore
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk

We’re excited to have XYPN members...

July 29, 2020/by Alan Moore
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

We’re honored to interview Jocelyn...

July 22, 2020/by Alan Moore
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

Ep #264: The Significance of the Reg BI Challenge with Michael Kitces

We’re thrilled to welcome back XYPN...

July 15, 2020/by Alan Moore
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez

We’re excited to have XYPN member...

July 08, 2020/by Alan Moore

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