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Alan Moore Explains How Advisors Can Transition from Brick and Mortar to 100% Virtual Office

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Published on 12 Jan 2019 / In Film & Animation

http://bradleyjohnson.com/alan-moore-podcast. On this edition of The Elite Advisor Blueprint Podcast, I am joined by our special guest, Alan Moore (@xyplanning), co-founder of the XY Planning Network and the host of #XYPNRadio. XY Planning Network is a platform for financial advisors that want to start and run their fee-only financial planning firm to serve X and Y generation clients largely ignored by traditional firms. XY Planning Network currently has over 250 advisory firms in their network.

Alan started his first practice in Wisconsin, but quickly realized that traditional financial planning business was not for him. Following his heart and his passion for the outdoors, he leaped over to Bozeman, MT, so he could hit the slopes over lunchtime, and was able to maintain the same client base and work with them virtually. Based on that experience, Alan proceeded to build a highly-successful virtual advisory practice and ultimately co-founded XY Planning Network with Michael Kitces.

I invited Alan to the show to share his inspiring story and break down the exact steps that advisors can take to transition their traditional financial planning firm to a virtual one that supports the life they want to live. We also take a deep dive into the must-have tools for virtual advisors and discuss why it’s incredibly important to define your ideal life as a financial advisor.

TODAY’S GUEST: Alan Moore - http://bradleyjohnson.com/alan-moore-podcast for all the show notes and to download his "Carried Guidelines To Follow For Doing Annuity Business Virtually."

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