When life hands you limes, make margaritas. Alan Moore’s entrepreneurial journey began in 2012 after he was fired from his job as a financial planner and decided to start his own firm. Equipped with an undergrad and M.S. in Family Financial Planning, an insatiable hunger for independence, and an uncanny motivation fueled by the word “no”, Alan was the shot-caller at his own financial planning firm, where he realized he could finally do things, well, a bit differently. By charging an affordable monthly fee for financial advice, Alan was able to reach a previously untapped segment of the market and profitably help younger clients who had income but not necessarily assets. Seeing the success of the subscription model and the desire many of his fellow advisors shared to work with a younger clientele, Alan quickly put his business-building smarts and experience to work dreaming up and eventually launching XY Planning Network (XYPN) with co-founder Michael Kitces. Today, XYPN is the leading financial planning platform dedicated to helping fee-for-service advisors start, run, and grow their own financial planning firms to serve next-gen clients. 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 three young children.
You’ve done it—you’re a firm owner, you’ve attracted prospects, and you’ve earned their business as clients. Now that you’re engaged in ongoing planning relationships, regardless of how big you want to scale your firm (or not), the key to your long-term success and the health of your firm lies in delivering consistent value to your existing clients. But how do you continue enriching the lives of your clients as your relationship with them goes from weeks, to months, to years?
Join Alan Moore, CEO & Co-Founder of XYPN, as he answers questions from all of you in this “mailbag” webinar event. Yep, Alan will be pulling your questions from the mailbag as they relate to delivering ongoing financial advice and the pain points you feel as an established firm owner. You’ll get insight from Alan—a past independent firm owner himself—and be able to pick his brain on how to continue delivering your clients with the consistent value that will not only keep them around but earn you business in the future.
Listen in as Alan shares his expert advice on:
- Calculating and communicating your value as an advisor
- Using a client service calendar to win over prospects
- How to effectively manage your time as a firm owner
- Managing the initial client meeting
- Top tech solutions for financial advisors
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