Alan Moore is the co-founder of the XY Planning Network, 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, and host of the XYPN Radio podcast. He is passionate about helping financial planners start and grow [...]
The post Episode 8 – Alan Moore on Planning for the Next Generations appeared first on Becoming Referable.
