Thu, 26 February 2015
159-Financial Planning Isn't Just For Boomers Anymore: Interview with Alan Moore, Co-Founder of XY Planning Network
The financial planning industry faces many challenges. One of the major challenges has been how to effectively serve younger generations of clients.
My guest today has some ideas on how things can be done better. He set out originally to develop a different model of financial planning practice for himself and wound up creating a company dedicated to bringing the model to the world.
Enjoy this discussion of: