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

February 13, 2019

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode, he shares how the unconventional nature of his career path, his passion for philosop …

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Episode No. 190 | February 06, 2019

Working with Clients in Transition - The Career of Shannon Moenkhaus

Working with Clients in Transition - The Career of Shannon Moenkhaus

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, …

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January 30, 2019

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …

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January 23, 2019

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also g …

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January 16, 2019

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She join …

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January 09, 2019

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Ep #186: Carving Out a Niche Working with Clients with College-Bound Kids - The Career of Alyssa Lum

Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …

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Episode No. 185 | January 02, 2019

From Serving in the Marines to Building a Hyper Growth Financial Planning Firm

The Career of Steven Fox

From Serving in the Marines to Building a Hyper Growth Financial Planning Firm

Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and ended up owning his own successful firm. In this episode, he shares how he initially learned about the financial planning field and deci …

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December 26, 2018

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm …

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