@R_Alan_Moore Profile picture

Alan Moore (He/Him/His)

@R_Alan_Moore

Father, Financial Planner, Speaker, Consultant, Entrepreneur, Tech Nerd, and aspiring Ski Bum - Co-Founder of @XYPlanning

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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

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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: hubs.ly/Q02rJ4gc0

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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: hubs.ly/Q02rJ5S00

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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: hubs.ly/Q02rJb8V0

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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: hubs.ly/Q02rJ4fR0

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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: hubs.ly/Q02rH-3N0

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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: hubs.ly/Q02rJ0fY0

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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: hubs.ly/Q02rHVyW0

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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: hubs.ly/Q02rJ9zJ0

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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: hubs.ly/Q02rHBCd0

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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.

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Join Bob Veres and I TOMORROW! REGISTER NOW hubs.ly/Q02rfc_-0

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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?


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…


Alan Moore (He/Him/His) Reposted

👋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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