65 min listen
159-Financial Planning Isn't Just For Boomers Anymore: Interview with Alan Moore, Co-Founder of XY Planning Network
159-Financial Planning Isn't Just For Boomers Anymore: Interview with Alan Moore, Co-Founder of XY Planning Network
ratings:
Length:
76 minutes
Released:
Feb 27, 2015
Format:
Podcast episode
Description
The financial planning industry faces many challenges. One of the major challenges has been how to effectively serve younger generations of clients.
My guest today has some ideas on how things can be done better. He set out originally to develop a different model of financial planning practice for himself and wound up creating a company dedicated to bringing the model to the world.
Alan Moore, MS, CFP, is from Bozeman, Montana. He runs a financial planning firm called Serenity Financial Consulting and is Co-Founder of the XY Planning Network.
Enjoy this discussion of:
The challenges and benefits of working with younger clients.
New ways to structure a financial planning business.
How to build a lifestyle financial planning practice.
Enjoy!
Joshua
Support the show! http://www.radicalpersonalfinance.com/patron
Alan's firm: http://www.serenityfc.com/
XY Planning Network: http://www.xyplanningnetwork.com/
My guest today has some ideas on how things can be done better. He set out originally to develop a different model of financial planning practice for himself and wound up creating a company dedicated to bringing the model to the world.
Alan Moore, MS, CFP, is from Bozeman, Montana. He runs a financial planning firm called Serenity Financial Consulting and is Co-Founder of the XY Planning Network.
Enjoy this discussion of:
The challenges and benefits of working with younger clients.
New ways to structure a financial planning business.
How to build a lifestyle financial planning practice.
Enjoy!
Joshua
Support the show! http://www.radicalpersonalfinance.com/patron
Alan's firm: http://www.serenityfc.com/
XY Planning Network: http://www.xyplanningnetwork.com/
Released:
Feb 27, 2015
Format:
Podcast episode
Titles in the series (100)
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