Alan Moore: What Millennial Investors Want

<p>Our guest on the podcast today is Alan Moore. With Michael Kitces, Alan cofounded XY Planning Network, a support network for advisors looking to serve younger clients. He is also the CEO of AdvicePay, which is a compliant payment processor for financial advisors. Alan has been recognized by <em>InvestmentNews</em> as a top "40 Under 40" in financial planning, by Wealth Management as one of a "The 10 to Watch in 2015," and was the first recipient of the NAPFA Young Professional award in 2015. He is a certified financial planner, and he is also the host of XYPN Radio podcast.</p><p></p></p><p><p> </p></p><p><p><strong>Background</strong></p></p><p><p><a href="http://alanmoorefinancial.com/about/" target="_blank">Bio</a></p></p><p><p><a href="https://www.xyplanningnetwork.com/" target="_blank">XY Planning Network</a></p></p><p><p><a href="https://advicepay.com/" target="_blank">AdvicePay</a></p></p><p><p><a href="https://blog.xyplanningnetwork.com/podcast-blog" target="_blank">XYPN Radio</a></p></p><p><p><strong>Serving Millennial Clients </strong></p></p><p><p>“<a href="https://money.com/retirement-planning-millennials/" target="_blank">Forget About Retirement Planning for Millennials</a>,” by Alan Moore, Money.com, Feb. 10, 2015.</p></p><p><p>“<a href="https://blog.xyplanningnetwork.com/advisor-blog/why-we-work-with-younger-clients" target="_blank">Why Do We Work With Younger Clients?</a>” by Alan Moore, xyplanningnetwork.com, Oct. 16, 2017.</p></p><p><p>“<a href="https://www.fa-mag.com/news/when-subscription-fees-work-51177.html?issue=321" target="_blank">When Subscription Fees Work</a>,” by Christopher Robbins, fa-mag.com, September 2019.</p></p><p><p>“<a href="https://blog.xyplanningnetwork.com/advisor-blog/how-advisors-can-attract-and-profitably-serve-millennial-clients" target="_blank">How Advisors Can Attract and Profitably Serve Millennial Clients</a>,” by Alan Moore, xyplanningnetwork.com, Aug. 29, 2019.</p></p><p><p>“<a href="https://advisorservices.schwab.com/insights-hub/perspectives/keys-to-building