Alan Moore (He/Him/His)
@R_Alan_Moore
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Father, Financial Planner, Speaker, Consultant, Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of @XYPlanning
Bozeman, MT
Joined January 2011
🎉SPECIAL 10TH ANNIVERSARY EPISODE! Tune in and learn about: 📌XYPN's OG story 📌The problems XYPN solved for and how being mission-driven drives growth 📌The next ten years: what's in store for XYPN Listen or Watch: https://t.co/BtIMsWgML7 YouTube:
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A SNEAK PEEK OF THE NEW FFS BOOK. LAST DAY only open 9 AM MT, April 17 - 9 AM MT, April 18, so your chances are 📈 Non-XYPN members enter here: https://t.co/0J66w3SAIj
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE TOTE COOLER. DAY 9 of 10 giveaways only open 9 AM MT, April 16 - 9 AM MT, April 17, so your chances are 📈 Non-XYPN members enter here: https://t.co/81M8Obkqtl
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win A FREE SWEATSHIRT. DAY 8 of 10 giveaways only open 9 AM MT, April 15 - 9 AM MT, April 16, so your chances are 📈 Non-XYPN members enter here: https://t.co/rqkvy4X6uy
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE T-SHIRTS. DAY 7 of 10 giveaways only open 9 AM MT, April 12 - 9 AM MT, April 13, so your chances are 📈 Non-XYPN members enter here: https://t.co/nYx4wdvRHL
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TUMBLER. DAY 6 of 10 giveaways only open 9 AM MT, April 11 - 9 AM MT, April 12, so your chances are 📈 Non-XYPN members enter here: https://t.co/BevcLMOmXA
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE TRAVEL MUG. DAY 5 of 10 giveaways only open 9 AM MT, April 10 - 9 AM MT, April 11, so your chances are 📈 Non-XYPN members enter here: https://t.co/B9zdoh9j4E
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE BISTRO MUG. DAY 4 of 10 giveaways only open 9 AM MT, April 9 - 9 AM MT, April 10, so your chances are 📈 Non-XYPN members enter here: https://t.co/cxtyM9mTR2
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win 5 FREE NOTEBOOKS. DAY 3 of 10 giveaways only open 9 AM MT, April 8 - 9 AM MT, April 9, so your chances are 📈 Non-XYPN members enter here: https://t.co/0Gt3iTcXpI
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win a FREE WATER BOTTLE. DAY 2 of 10 giveaways only open 9 AM MT, April 5 - 9 AM MT, April 6, so your chances are 📈 Non-XYPN members enter here: https://t.co/MFpjjNYJ62
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🎉 We're celebrating 10 years of making it possible to launch, run and scale your RIA with a chance to win ONE YEAR OF STANDARD MEMBERSHIP. Only open 9 AM MT, April 4 - 9 AM MT, April 5, so your chances are 📈 Members and non-members enter here: https://t.co/oT503gygW4
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Join me this Wednesday, April 3, 2024 @ 10 AM PT / 1 PM EST! REGISTER TODAY: https://t.co/gjELNkUAGQ Ask me anything about turning your dream fee-only financial planning firm into a profitable reality.
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REGISTER TODAY for my upcoming AMA April 3, 2024 @ 10 AM PT / 1 PM EST!
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Nonprofit tax question - I was just told by a nonprofit that they could only contract their space to other nonprofits for "tax purposes". Does anyone know if there is actually a tax rule about this?
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So proud of the @AdvicePay team! We just announced that we have processed 1 million transactions and a total of $500 million in planning fees. Said another way, that's 1 million checks that clients didn't have to write :-)
financial-planning.com
As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.
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👋Next Week! We will be hosting a meet-up for #SchwabIMPACT attendees and Philly locals! Join us on the 25th at Top Tomato Philly to connect with other like-minded advisors and meet @MichaelKitces, @R_Alan_Moore, and @ArleneDMoss. Save your spot today:
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I have 2 tickets to see @natebargatze in Seattle tomorrow at 7pm. Unfortunately we can't make the trip, and Ticketmaster isn't allowing resale on their marketplace. If you're interested in the tickets, let me know!
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🎙Episode #363 Join this conversation with XYPN member Christine Amill Centeno, CFP®, MS, if you’re interested in: 📌 The benefits of a "perfect fit" niche for growing your business 📌 Aligning your firm's direction with your financial mission statement https://t.co/hRRGeZoZgN
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🎙 XYPN member John Underhill, CFP® shares lead gen opportunities and other marketing tactics that work. We also discuss: ✔️ Restructuring your fees ✔️ Working through mid-growth decisions https://t.co/H6J7eozJWi
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