The Future of Financial Planning: 5 Trends Changing How You Do Business Forever

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Includes a Live Web Event on 08/06/2024 at 1:00 PM (EDT)

The financial planning industry is changing rapidly. All too often, busy professionals and entrepreneurs running firms spend so much time focused on their day-to-day tasks and operations that they can’t stay on top of new trends shaping the industry, let alone prepare for future firm success.

Examine the future of financial planning and 5 industry trends that are critical components to running a successful financial planning firm, including:

  • Changing demographics of advisors
  • Changing demographics of clients
  • Technology
  • Crisis of differentiation
  • Evolving business models

Alan Moore


Founder, XY Planning Network (XYPN) and AdvicePay

“I’ve been accused of a lot of things since starting XYPN. ‘Being dull’ isn’t one of them.”

Alan’s entrepreneurial journey began in 2012. Fired from a big firm, he decided to venture out independently. While building his own practice, he saw a need for change in the industry and took it upon himself to disrupt the financial planning landscape—for the better. With peers unable to serve clients how they wanted (because, big firm), and other friends wanting those services but unable to qualify without assets to manage (because again, big firm), the solution was forged: offer fee-for-service financial advice that is affordable and profitable.  Driven by a passion to share his industry-disrupting success, Alan put his business-building smarts and experience into launching XY Planning Network (XYPN) with co-founder Michael Kitces.

Today, XYPN is the leading financial planning platform dedicated to helping fee-for-service advisors launch, manage, and grow their own financial planning firms with complete autonomy. So far, over 1,800 members have enjoyed his recipe for successful independence. When he’s not starting companies or hosting XYPN Radio, one of the largest podcasts for independent financial advisors, Alan lives openly as a self-proclaimed CrossFit junkie and dedicated snowboarder, a skill he is already passing along to his three young children.

Alan has been recognized by:

- Investment News as a top “40 Under 40″ in financial planning
- Wealth Management as one of “The 10 to Watch in 2015″
- The first recipient of the NAPFA Young Professional Award in 2015
- Inc. 5000 has named XYPN one of the fastest-growing companies in America for the last 5 years.

Alan frequently speaks on technology, marketing, and business coaching. He has been quoted in publications including The Wall Street Journal, Forbes, and The New York Times.

Fun fact: Alan also started AdvicePay, the first and only compliant payment processor for financial advisors.


Practice Management: The Future of Financial Planning: 5 Trends Changing How You Do Business Forever
08/06/2024 at 1:00 PM (EDT)  |  60 minutes
08/06/2024 at 1:00 PM (EDT)  |  60 minutes