Entries by Alan Moore

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

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

Good Financial Reads: Maybe It’s Okay Not to Save for Retirement, Benefits of Creating a Financial Plan, and More

  Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets. Catch up on some of the latest posts with this week’s […]

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 […]

Good Financial Reads: The Best Investment You’ll Ever Make, Why You Need A Planner in 2017, and More

  Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets. Catch up on some of the latest posts with this week’s […]

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 […]