Alan Moore (He/Him/His)
@R_Alan_MooreFather, Financial Planner, Speaker, Consultant, Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of @XYPlanning
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@XYPlanning
@MichaelKitces
@fpassociation
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@CFPBoard
@BobVeres
@FinTechie
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@NewPlnrRec
@susanweiner
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🎉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:hubs.ly/Q02tbKvj0 YouTube: hubs.ly/Q02tbQm00
🎉 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: hubs.ly/Q02rJfXz0
🎉 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: hubs.ly/Q02rJ4gc0
🎉 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: hubs.ly/Q02rJ5S00
🎉 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: hubs.ly/Q02rJb8V0
🎉 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: hubs.ly/Q02rJ4fR0
🎉 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: hubs.ly/Q02rH-3N0
🎉 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: hubs.ly/Q02rJ0fY0
🎉 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: hubs.ly/Q02rHVyW0
🎉 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: hubs.ly/Q02rJ9zJ0
🎉 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: hubs.ly/Q02rHBCd0
Join me this Wednesday, April 3, 2024 @ 10 AM PT / 1 PM EST! REGISTER TODAY: hubs.ly/Q02rfc_60 Ask me anything about turning your dream fee-only financial planning firm into a profitable reality.
REGISTER TODAY for my upcoming AMA April 3, 2024 @ 10 AM PT / 1 PM EST!
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?
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/news/advicepay…
👋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: hubs.ly/Q024wT2w0
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!
🎙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 hubs.ly/Q01TSC7V0
🎙 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 hubs.ly/Q01STcCY0
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Who to follow
-
XYPN
@XYPlanning -
MichaelKitces
@MichaelKitces -
Financial Planning Association (FPA)
@fpassociation -
Brittney Castro, CFP®, CRPC ®, AAMS ®
@Brittneycastro -
Rick Kahler, MS, CFP®, CFT™, CeFT™, CCIM
@RickKahler -
NAPFA
@NAPFA -
CFP Board
@CFPBoard -
Bob Veres
@BobVeres -
Joel Bruckenstein
@FinTechie -
Roger Wohlner
@rwohlner -
Caleb Brown
@NewPlnrRec -
Susan Weiner, CFA
@susanweiner -
Hannah Moore, CFP®
@thehannahjmoore -
Jason Wenk
@jasonwenk -
RIABiz
@RIABiz
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