In this 1-hour special event, XYPN CEO & Co-Founder, Alan Moore, weighs in with answers to your burning questions. From how to profitably price fee-for-service financial planning to how to create the stickiest relationships with your clients to how to decide whether to stay small or scale your firm, Alan shares valuable insights learned from 7+ years of building a business 100% dedicated to the success of fee-only advisors.
Listen in as Alan shares his expert advice on:
The best, more practical steps to re-enter the industry as a fee only planner.
The best way to gain an audience via podcast
How to decide on a niche market to focus on.
How to stop "over-servicing" your clients.
Featuring
Alan Moore
XYPN
When life hands you limes, make margaritas. Alan’s entrepreneur journey began in 2012 after he was fired from his job as a financial planner and decided to start his own business. With his undergrad and M.S. in Family Financial Planning, Alan quickly put his business-building smarts and experience to work building and launching XY Planning Network, a business dedicated to helping other advisors start, run, and grow their own financial planning firms to serve next-gen clients. In 2016, he launched AdvicePay with partner Michael Kitces to operationalize the fee-for-service business model with technology that makes sense for the specific needs of financial planners. When he’s not starting companies, Alan lives openly as a self-proclaimed CrossFit junkie and dedicated snowboarder, a skill he is already passing along to his children.