What You'll Learn In Today's Episode:

  • How Alan met Michael Kitces and how they decided to do business together.
  • The value of being on Twitter.
  • The benefit of networking with others in the industry.
  • Why should you surround yourself with people who think differently.
  • The importance of having a clear idea of who your market is.
  • Why experience matters.
  • Alan’s advice for scaling your practice.
  • The importance of being intentional with your networking and questions.

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.

Resources In Today's Episode:

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