We’re excited to welcome our next guest on the Becoming Referable podcast, Alan Moore, co-founder of the XY Planning Network.
Alan is a financial planner, speaker, and serial entrepreneur with a passion for helping advisors build the ideal structures for serving next generation clients. He’s the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. Alan has received recent distinctions and awards by Investment News, Wealth Management, and NAPFA. He’s also the host of the XYPN Radio podcast.
Alan shares with us, in this episode, his career trajectory and the insights advisors can gain from his own mistakes and challenges. We discuss how these events, along with trends in technology and the needs of Generation X and Y, led him to create a business with a unique value proposition. Alan first helps you understand why age is not a niche and why you need to take your specialization to the next level in order to stand out in the marketplace. From there we get into the needs and attitudes of younger clients on money, advisors, and referring. We’re confident you’ll appreciate Alan’s perspective and advice as much as we did.
Click here to listen, and remember to subscribe for access to future episodes.
We welcome your feedback, as always.
