Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want to not only do good for their clients, but also make a shift in their lives and the lives of other advisors along the way. The latter is exactly what Alan Moore decided to do. Alan is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. In this episode, Alan joins Matthew to share his journey, including his advice for any young financial advisors looking to get started in their careers.
Listen in as Alan explains the importance of having a clear, defined idea of who your market is, why getting experience in the industry does matter, and how to get your foot in the door of this busy industry. You will learn the benefit of surrounding yourself with knowledgeable people who think differently, how to be more intentional with how you live your life, and Alan’s advice for living your best life.