AMA with XYPN CEO & Co-Founder Alan Moore
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.
Event Details
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.
In the meantime, you might enjoy these helpful resources:
- AMA with Alan Moore and Michael Kitces, Part One
- AMA with Alan Moore and Michael Kitces, Part Two
- Investment Management Options for Registered Investment Advisors
- How Advisors Can Attract and Profitably Serve Millennial Clients
- Creating a Business Plan for Your Financial Planning Practice
- How to Find Your Niche as an Independent Financial Advisor: What Would Arlene Say?
- How to Determine Your Services and Fees When Launching Your RIA
- First Year Budget template
