Podcasts Business Investing Radical Personal Finance 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

Published: Feb. 27, 2015, 3:18 a.m.

The financial planning industry faces many challenges. One of the major challenges has been how to effectively serve younger generations of clients.

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My guest today has some ideas on how things can be done better. He set out originally to develop a different model\xa0of financial planning practice for himself and wound up creating a company dedicated to bringing the model to the world.

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Alan Moore, MS, CFP, is from Bozeman, Montana. He runs a financial planning firm called Serenity Financial Consulting\xa0and is Co-Founder of the XY Planning Network.

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Enjoy this discussion of:

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  • The challenges and benefits of working with younger clients.
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  • New ways to structure a financial planning business.
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  • How to build a lifestyle financial planning practice.
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Enjoy!

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Joshua

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