Alan Moore

Alan Moore, MS, CFP® is the co-founder of the XYPN, 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 next-gen 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 currently lives in Bozeman, MT so that he can hit the slopes on powder days.

April 19, 2017

Ep #96: Creating Technology to Help Advisors Succeed - An Interview with Redi2's Seth Johnson

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April 12, 2017

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

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Episode No. 94 | April 05, 2017

Career changing from teacher to financial advisor - The career of Ryan Frailich

Usually when we talk to new advisors on the show, they're a couple of years into the process and have figured out the pacing of their practice. But today's guest, Ryan Frailich, is still right at the beginning of establishing his own firm, and has generously agreed to share the ups an …

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