Make Time Podcast
Episode 3-Alan Moore Interview (XYPN co-founder)
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Today's guest is the first on the Make Time Podcast.
Alan Moore is the co-founder of the XY Planning Network and president of Serenity Financial Consulting, a fee-only RIA and location-independent financial planning firm. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.
Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and by Wealth Management as one of a “The 10 to Watch in 2015.″ He 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.
In this episode we discuss:
Alan's story of entering the financial industry
The importance of partners in business
How XYPN has become one of the fastest-growing companies in the US (#1 in Montana)
Scaling during growth periods
Lots of great advice for business owners and financial professionals
You can reach Alan and XYPN at https://www.xyplanningnetwork.com/
Check out the sage advice from this business owner on the business systems that were key to his success.
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