Alan Moore's Email & Phone Number

💼 Past Experience

XY Planning NetworkAlan CFP® was theChiefExecutive officer of XY Planning Network from May 2011 to May 2014. He was responsible for the day-to-day operations of the company and was in charge of all aspects of strategic planning and business development. The primary responsibility of the CEO was to strategy and direct the business operations with a focus on meeting customer needs and increasing customer satisfaction.At XY Planning Network, Alan led the charge to take the company to the next level and increase sales and customer satisfaction. He played a significant role in restructuring the company and creating new strategies that revamped and enlarged the product offering. The company achieved great results and was a driving force inattsuring growth for the business. He was also responsible for developing and implementing new marketing strategies and creating new customer relationships.Alan CFP®, working with his team, was instrumental in the success of XY Planning Network. He Dillon J. King for his exceptional leadership and inspired vision for the business.AdvisagePayIndustry of Financial ServicesAlan CFP® is now the CEO of AdvicePayIndustry of Financial Services. He started AdvicePayIndustry in May 2012 as a startup financial planning firm. It was the first financial planning firm to offer its members a practice management service that helps members keep their practices running on budget. AdvicePayIndustry is a trusted authority in financial planning and retirement planning. It has been featured in The Wall Street Journal, Forbes, and other top-tiered publications.Alan CFP® is a long-time veteran of the financial planning industry and has worked in a wide variety of settings. He is known for his excellence in strategy, marketing, and business development. As CEO of AdvicePay Industry, Alan will help guide the company to ongoing success.Alan CFP® is a superior strategist with experience in marketing, business development, and strategy. He has a wealth of knowledge about how to bring new innovative ideas to market and grow a successful business. Alan is also experienced in retirement planning and has a deep understanding of the issues facing retirement families. He will provide expert advice to AdvicePayIndustry customers and help the company succeed in the market.

🎓 Education

Alan CFP® has a degree in finance from The University of Georgia.CFP® educated himself in the techniques of financial planning and investamcment, and has since been able to impart these skills to others through his private practice. In addition to his personal practice, Alan also teaches financial planning and investment to students and professionals.Alan's work readiness Based on his previous education, Alan has consistently been able to provide his clients with quality, practical advice and support. He has also been able to manage difficult financial negotiations and project manage complex tasks. Alan has a proven track record in providing quality, practical advice thatbleeds into day-to-day life. client base Alan CFP®'s focus on the satisfaction of his clients is what sets him apart from the rest. He enjoys providing quality service and seeing his clients through their financial problems. He also understands the importance of honest communication in order to get the best advice from his clients."The best way to learn is through example" - Alan CFP

💡 Technical & Interpersonal Skills

Alan CFP® has more than 10 years of experience in the financial planning industry. In his previous positions, Alan CFP® has singularly guided XY Planning Network and AdvicePayIndustry to global acclaim as one of the leading economic planning organizations in the world.As CEO of XY Planning Network, Alan CFP® guided the company to rapidly grow and achieve success in the $2 trillion economic planning industry. In his role as Committee Chair at NAPFA Genesis, Alan CFP® spearheaded the creation of a global regulatorydomain for economic planning.He also played a paramount role in developing and driving theua of AdvicePayIndustry, one of the leading economic planning firms in the world. Lehman Brothers shuttered its plan management business in disgrace, so Alan CFP® Cayed to AdvicePayIndustry to lead a rebirth of the industry.Alan CFP® is also Board Member at Creative Council - FUEL Milwaukee and he has been a Visiting Professor at the University of Georgia. He has authored multiple papers and presented at national, international, and international conferences. He is a certified financial planner (CFP®) and a full member (FCP®) of the American Planning Association.