Episode 15 – Another Firm Owner’s Perspective - a podcast by Financial Planning Association

This week we continue our discussion with firm owners to help young planners navigate their career paths. Our guest started his own financial planning firm and sold it, all well before his 40s. He is a XY Planning Network co-founder and champion of fee-only RIA practices that serve young people.
That’s right, our guest this week is none other than Alan Moore (no relation!) and in this episode he’ll share his story. If you’ve felt like a “square peg in a round hole” or just couldn’t sit still because you wanted to make your mark in our profession – this is an episode you wont want to miss!

 
“Just because you’re working with clients doesn’t mean that money is flowing in… the one thing you can’t rush is time.”
 
Also, be sure to check out XYPN Radio for lots of great episodes for young planners!

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association