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. 163 | January 14, 2026

From $30K to $330K in One Year: How to Handle Explosive Firm Growth

With Kyle Moore, CFP®

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What does it really take to bet on yourself and grow faster than you ever imagined? On this episode of Behind the Advisor (previously known as XYPN Radio), I’m sitting down with Kyle Moore, founder of the fee-only financial planning firm Quarry Hill Advisors. Kyle has led his firm thr …

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Episode No. 114 | December 31, 2025

How to Track Your Key Performance Indicators as You Start Your RIA

With Shawn Tydlaska, CFP®, MBA

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Are you actually using data to make decisions in your firm, or are you just going with your gut? In this episode of Behind The Advisor (previously known as XYPN Radio), we’re joined again by Shawn Tydlaska to talk about why tracking your metrics matters more than you think, especially …

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Episode No. 41 | December 17, 2025

Convert Financial Planning Leads to Clients

With Nancy Bleeke Noël, MBA

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The word “sales” makes a lot of financial advisors cringe, especially fee-only planners who’ve worked hard to distance themselves from product pushing. But here’s the truth: even if you don’t sell financial products, you do sell. You sell your advice, your expertise, and your services …

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Episode No. 130 | November 19, 2025

From $0 to $250,000 Annual Revenue in Just 13 Months

With Patrick Brewer, CFA

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What does it really take to start and grow a successful financial planning firm—from zero to something real? On this episode of XYPN Radio (now Behind The Advisor), I’m sitting down with someone who’s walked that path at full sprint. My guest today is Patrick Brewer, founder of SurePa …

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Episode No. 85 | November 05, 2025

Surviving the Wirehouse Trap

With Brian Face, CFP®

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When you join the free XYPN VIP Community, you’ll have a chance to connect directly with experts like today’s guest, Brian Face. Brian shared some sharp advice on transitioning clients into fee-only relationships in the XYPN VIP Community Group, and I knew right away we needed to have …

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Episode No. 103 | October 22, 2025

From Zero to 38 Clients in 12 Months

With Shawn Tydlaska, CFP®, MBA

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It's no secret that the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member, Shawn Tydlaska, has had some unique and impressive success in his first year as an independent advisor. Shawn talks about how his long and winding path through the …

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Episode No. 413 | October 08, 2025

XYPN’s 2025 Benchmarking Study Highlights — LIVE

With Alan Moore and Michael E. Kitces

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What does it really take to build a sustainable firm from scratch? What fee level actually unlocks hiring? Does the CFP® make a measurable difference? Co-founders Alan Moore and Michael Kitces took the stage at XYPN LIVE to unpack nine years of benchmarking data on Behind the Advisor. …

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Episode No. 2 | September 24, 2025

What the Behavior Gap Teaches Us About Better Financial Planning

With Carl Richards, CFP®

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When I sat down with Carl Richards for this episode of Behind the Advisor, one thing stood out: a financial planning process doesn’t have to be complicated to be effective. The conversation traces an unconventional path into financial planning—starting with a bouncer job interview tha …

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