159-Financial Planning Isn't Just For Boomers Anymore: Interview with Alan Moore, Co-Founder of XY Planning Network
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 27 February 2015
⏱️ 76 minutes
🧾️ Download transcript
Summary
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/
Transcript
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| 0:00.0 | Radical Personal Finance is brought to you today by you, the listener. |
| 0:05.5 | If you'd like to help make sure that the show is here with the consistency, the quality, |
| 0:12.4 | and the unbiased point of view that you've come to expect, |
| 0:15.0 | please go to radical personal finance.com slash patron and support the show. |
| 0:20.0 | Have you ever wanted to take on an industry all by yourself and revolutionize an industry? |
| 0:29.0 | Well today's guest is trying to do exactly that. He's trying to revolutionize the |
| 0:35.3 | financial planning industry. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and today is |
| 0:57.4 | Thursday February 26, 2015. On Thursdays we usually do interviews and today we do an interview with |
| 1:06.2 | Alan Moore founder of the X Y Planning Network after all financial planning it's not just for boomers anymore, and Allen's a big reason as to why I can say that statement. There is today a whole entire cohort of people trying to shake up the financial planning industry and many of those people have gathered underneath |
| 1:34.8 | the banner of the X Y planning network. |
| 1:37.2 | Now there are other banners as well in financial planning. |
| 1:39.7 | There's the NAPF banner. |
| 1:41.6 | All of the NAPF folks are trying to shake up the financial planning |
| 1:44.3 | industry. There's the Garrett Planning Network. They're trying to shake up the |
| 1:47.4 | financial planning industry and who knows who's going to win and who's not and |
| 1:50.6 | who knows who's going to succeed long term and who's not. But X Y Planning Network has come |
| 1:56.2 | on the scene in a big way since they launched less than a year ago. And you've heard me |
| 2:01.0 | mentioned them a couple times on the show. |
| 2:03.0 | And today we're going to talk with Alan. |
| 2:04.3 | Alan is the co-founder of the organization. |
| 2:07.6 | I believe it was actually his idea. |
| 2:09.2 | And then he has worked with Michael Kittsis, |
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