Episode 8 – Alan Moore on Planning for the Next Generations
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Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors, and host of the XYPN Radio […]
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59 episodes available. A new episode about every 14 days averaging 37 mins duration .
