Episode description
Episode description
Our guest on the podcast today is Alan Moore. With Michael Kitces, Alan cofounded XY Planning Network, a support network for advisors looking to serve younger clients. He is also the CEO of AdvicePay, which is a compliant payment processor for financial advisors. Alan has been recognized by InvestmentNews 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. He is a certified financial planner, and he is also the host of XYPN Radio podcast.
Background
Serving Millennial Clients
“Forget About Retirement Planning for Millennials,” by Alan Moore, Money.com, Feb. 10, 2015.
“Why Do We Work With Younger Clients?” by Alan Moore, xyplanningnetwork.com, Oct. 16, 2017.
“When Subscription Fees Work,” by Christopher Robbins, fa-mag.com, September 2019.
“How Advisors Can Attract and Profitably Serve Millennial Clients,” by Alan Moore, xyplanningnetwork.com, Aug. 29, 2019.
“9 Keys to Building a Practice Focused on Next-Gen Investors,” schwab.com.
“The Boomer-Millennial War in Planning Is Real,” by Eric Rasmussen, fa-mag.com, March 17, 2020.
The Future of Advice
“How to Create a Business That Supports Your Great Life,” by Alan Moore, linkedin.com, July 13, 2015.
“Don’t Be Afraid to Grow Your Firm,” by Alan Moore, xyplanningnetwork.com, Sept. 3, 2018.
“Niche Advisors Grow Faster,” by Samuel Steinberger, wealthmanagement.com, Sept. 10, 2019.
“Why a Niche Model Helps Advisers,” Morningstar.com, Sept. 23, 2020.
“Have You Found Your Niche?” by Greg Dalgetty, investmentexecutive.com, Sept. 16, 2020.
“7 Takeaways on the Future of Advice: Morningstar Panel,” by Ginger Szala, thinkadvisor.com, Sept. 17, 2020.
“Financial Advisors Are Becoming More Digital, Specialized--and Affordable,” by Evie Liu, barrons.com, Sept. 17, 2020.
Fiduciary Standards
“What Is a Fiduciary?” by Alan Moore, xyplanningnetwork.com, May 7, 2014.
“XYPN Pivots From Supreme Court to States in Fiduciary Fight,” by Patrick Donachie, Oct. 12, 2020.