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 Investment News as a top “40 Under 40” in financial planning, and by Wealth Management  as one of “The 10 to Watch in 2015”.  Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including the Wall Street Journal, Forbes, and the New York Times.  He currently lives in Bozeman, MT, so that he can hit the slopes on powder days. 

Topic: Financial Planning:  It’s Not Just for Boomers Anymore

Serving young clients requires a whole new way of looking at financial planning, Mr. Moore says. “This is not a niche market; it's half the population of the country,” Mr. Moore notes that at 92 million, Millennials represent the largest generation ever. Add the 50 million in Generation X, and that is 140 million people.  Learn how to position your practice and your attitude to capture these new clients and assets, NOW!