Alan Moore, MS, CFP®

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X and Gen Y clients largely ignored by traditional firms. Alan has been recognized by InvestmentNews as a top “40 Under 40” in financial planning, and by Wealth Management as one of The 10 to Watch in 2015. Alan is frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in The Wall Street Journal, Forbes, and The New York Times. He currently lives in Bozeman, Montana, so that he can hit the slopes on powder days.

Session Topic: Recruit, Train, Retain: Leveraging NextGen Talent to Secure Your Firm’s Future.

Do you struggle to recruit rock star young advisors to your firm? Do you find that even when you discover the talent, they eventually leave for other opportunities? Securing the future of your firm depends on your ability to recruit and retain next generation talent, but what can you do to bring them into your business and keep them there?