Alan Moore

Alan Moore

Alan Moore, MS, CFP® is the co-founder of the XYPN, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve next-gen clients largely ignored by traditional firms.

Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.

Behind the Advisor / Posts by Alan Moore

Episode No. 153 | June 04, 2025

The Merging of Two Financial Advisory Practices

With Gabriel Anderson & Scott Bell

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Ever thought about teaming up with another advisor, but unsure what it really takes? In this episode, I sit down with Gabe Anderson and Scott Bell, two financial planners who started out solo and decided to merge their practices into one powerhouse advisory firm. They open up about th …

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Episode No. 335 | May 21, 2025

Building a Resilient Fee-Only Practice Through Economic Turbulence

With Danielle Harrison MBA, CFP®, CFT-I™

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We’re excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She la …

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Episode No. 400 | November 15, 2024

XYPN’s 2024 Benchmarking Study Highlights LIVE

With Alan Moore and Michael E. Kitces

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What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …

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Episode No. 394 | August 21, 2024

How to Lead a Passion-Driven Ensemble Firm

With Jason Speciner, CFP®, EA

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On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to shar …

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Episode No. 393 | August 07, 2024

How Focusing on a Niche Allows You to Love Your Work

With Ashley Foster, CFP®

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In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley …

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Episode No. 392 | July 24, 2024

Making The Transition From a Broker Dealer to Launching Your RIA

With Jamie Lima, CFP®, CDFA®, MBA

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In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from man …

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Episode No. 391 | July 10, 2024

Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients

With Ed Smith CFP®, MBA and Amanda Lique

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In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey …

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Episode No. 390 | June 26, 2024

Leveraging Lived Experience to Serve Business Owners

With John Bovard, CFP®

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In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …

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