Modern Financial Advisor
Modern Financial Advisor
finservMarketing
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
39 minutes Posted Oct 16, 2025 at 8:15 am.
Understanding Market Saturation in Financial Advisory
Introduction to the Modern Financial Advisor Podcast
Welcoming Alan Moore to the Show
The Origin Story of XYPN
Challenges and Growth in Entrepreneurship
Phases of Business Development
Reflecting on Rapid Growth and Challenges
The Shift to Fee-for-Service Models
Exploring the AUM Model and Market Saturation
The Origin and Growth of AdvicePay
Balancing Multiple Ventures as an Entrepreneur
Building Influence and Creating Gravity
Conclusion and Final Thoughts
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Show notes
The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More
In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas.
They explore topics such as the challenges of organic growth in the financial advising industry, the rise of fee-for-service models, and the different phases of building a successful advisory business. Alan shares his journey from starting his own firm to managing two large companies, emphasizing the importance of finding the right business model and staying transparent with clients. Tune in to learn valuable insights from one of the industry's most inspiring leaders.
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