XYPN Radio

Featured Episodes

  • XYPN Radio Podcast Feature Image Episode 335 - Danielle Harrison
  • XYPN Radio Podcast Feature Image Episode 336 - Reese Harper
  • XYPN Radio Podcast Feature Image episode 338 - Ryan Greiser
  • XYPN Radio Podcast Feature Image Episode 339 - Chad Holmes
  • XYPN Radio Podcast Feature Image episode 344 - Cody Garrett

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 #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder

Whether you live in a single or...

January 25, 2023/by Alan Moore
Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole

Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole

We’re excited to welcome back XYPN...

January 11, 2023/by Alan Moore
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller

Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller

At XYPN we talk a lot about community....

December 28, 2022/by Alan Moore
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger

Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger

We’re excited to welcome XYPN member,...

December 14, 2022/by Alan Moore
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel

We’re excited to welcome XYPN member...

November 30, 2022/by Alan Moore
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

Today we welcome XYPN member Andy...

November 16, 2022/by Alan Moore
Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces

Co-Founders Alan Moore and Michael...

November 02, 2022/by Alan Moore
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick

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

October 19, 2022/by Alan Moore
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach

Today we talk to Maggie Beach, CFP®,...

October 05, 2022/by Alan Moore
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

We’re excited to welcome XYPN member...

September 21, 2022/by Alan Moore
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Today, we talk to XYPN member Ethan...

September 07, 2022/by Alan Moore
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns

 

We’re excited to welcome XYPN member,...

August 24, 2022/by Alan Moore
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®

We’re excited to welcome Colton...

August 10, 2022/by Alan Moore
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®

We’re excited to welcome XYPN member...

July 27, 2022/by Alan Moore
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes

We’re excited to welcome XYPN member...

July 13, 2022/by Alan Moore
Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®

We’re excited to welcome XYPN member...

June 29, 2022/by Alan Moore
Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark

We’re excited to welcome XYPN member...

June 15, 2022/by Alan Moore
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

We’re excited to welcome XYPN member...

June 01, 2022/by Alan Moore
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

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