Entries by Alan Moore

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner РThe Career of Chloé Moore

Today we hear from Chlo√© Moore, a multi-talented planner and business owner who’s already had a diverse and interesting career. Based in Atlanta, Chlo√© helps firms improve their operations and serve complex clients while she¬†advises more everyday people than in her past. Chlo√© graduated from the University of Alabama and immediately started studying to become […]

Ep #86: Building a Virtual Paraplanning Business – The Career of Jennifer Pritchard

Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She’s a financial¬†planner who’s been mentioned on the podcast before because she’s built a virtual paraplanning business working with a number of ¬†XYPN members. Virtual¬†paraplanning is probably the most requested interview topic from listeners. Jennifer graduated from Texas Tech University with […]

Ep #85: Surviving the Wirehouse Trap – The Career of Brian Face

When you join the free¬†XYPN Radio VIP Community, you’ll have an opportunity to interact with experts like today’s guest, Brian Face. Brian offered advice in the VIP Community about how to transition clients into fee-only customers and now we get to pick his brain for an entire episode. Brian is the owner of Face 2 […]

Ep #84: Surviving Depression To Find Happiness & Success – The Career of Dave Grant

Today we’re talking about a few¬†topics that don’t often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head¬†of Retirement Matters, shares¬†his journey as a financial planner and entrepreneur and opens up about his recent experience […]

Ep #83: The Future of Investment Management – An Interview with Rick Frisbie

For the past few episodes, we’ve focused on real business growth in the financial planning space. This week, Rick Frisbie – the newly minted CEO of Robust Wealth – will share how this advisor-facing technology platform plans to shake up the financial services industry. They’ll¬†be open for business in the middle of the first quarter […]

Ep #82: Scaling Your RIA – An Interview with J.D. Bruce

This week, J.D. Bruce – President of Abacus Wealth Partners – shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help […]

Ep #80: Planner, Professor, and Parent – the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the U.S. as a high school exchange student and […]