Podcasts about advice pay

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In this episode of Maximum Advisor, host Chip Munn is joined by Alan Moore, CEO and Co-Founder of the  Advice Pay (https://advicepay.com/) , which serves as a payment processor for financial advisors. Alan spent his career in financial planning, having earned his Bachelors and Masters degrees in Family Financial Planning from the University of Georgia. After years working for a few fee-only RIAs and having been let go from his last one, Alan decided it was time for a path change. So in 2012, at the ripe age of 25, Alan started his own RIA, Serenity Financial Consulting, a name which fit his vision of spending his days helping his own generation navigate financial planning and wealth building.   Listen in as Chip and Alan discuss: How (and why) Alan went from running a successful RIA serving clients, to making the shift to serving advisors that were interested in starting and running their own businesses. (Launched in 2014, XY Planning Network) The opportunities presented by and structure needed to serve clients that don't have assets to quality for an AUM-based advisory relationship. Ways to cultivate community and culture in your business as well as find it for yourself in your professional associations. The prevalence of mental health struggles among those in the financial industry, and how to ensure you are taking care of yourself.   The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)    

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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives.Show Notes:● :30— Introduction to Alan Moore and Advice Pay.● 1:00— Advice Pay is about getting paid for advice rather than for what you sell.● 2:25— How Alan went from Pharmaceuticals to Financial Planner opening his own practice.● 8:00 — Advice Pay was about helping Financial Planners doing real advising for next gen clients.● 10:00 — How financial planning is a helping profession that enables people’s goals.● 13:00— The barriers of having a service only financial planning practice.● 16:00— States do not have all the regulations and a lot of them are not written down.● 20:10— How there is no billing platform that supports the modern growing practice.● 22:40— There were many technical challenges when developing the Advice Pay platform.3 Key Points:1. The financial advising space has a lot of room for improvement.2. Alan Moore entered the space with the intention of improving financial advising for the next generation.3. Advice Pay is a platform that in transforming financial planning into a helping profesion rather than a deceiving one.Tweetable Quotes:- ̈The biggest challenge was finding the right developer” – Alan- “If you are an advisor, you must be giving advice in your client’s best interest” – Alan- “We help our clients live a great life. We are only the profession that asks ̈What doyou want out of life?” – AlanResources Mentioned:● The Fintech Impact● Itunes to access the podcast● Refer to Jason Pereira ́s Linkedin for Information about the Fintech events● Alan Moore● Woodgate Financial See acast.com/privacy for privacy and opt-out information.

Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore. Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States. Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay

Sarah Elliott, CPA, ACC, who was named one of 2017's Most Powerful Women in Accounting by CPA Practice Advisor, joined us for this episode of Life In Accounting: The Where Accountants Go podcast to discuss what can happen when you dare to dream. When the Shoe Fits….and the Hard Hat Doesn't Sarah studied Chemical Engineering in school, but after taking an Introduction to Accounting class, she felt it was a better fit than engineering so in Spring of her senior year of college she changed her major to accounting. Graduating with 186 hours, she took her CPA exams as quickly and went to work for one of the Big Four. Sarah joined the Austin PWC office in the auditing group, and she stayed with them for ten years. Her longevity with one company provided her with great experiences and benefits, such as career progression, cool accounts, and the opportunity to explore many other responsibilities. When Sarah left PWC (a gamble on her part), she joined a smaller company. She made partner, which was her goal, and she stayed for approximately four years.  But then she wanted more… Daring to Dream Sarah started to deeply contemplate her dreams. She asked herself what truly brought her joy. What really resonated with her soul? Who could she be if she had the courage to do what lit her up?  Fueled by her volunteer experiences with AICPA, she found her passions and she founded three companies. Living the Dream Sarah and her partner, Brian Kush, PCC, CPA started Intend2Lead – an innovative leadership development firm specializing in coaching, training, and consulting. She also owns Ellivate Coaching, a one-on-one coaching and masterminding organization for women entrepreneurs. Sarah's vision continued to grow and she created the Ellivate Alliance as well. This group strives to give women the confidence and courage to pursue entrepreneurship. The alliance provides: Inspiration, Practical know-how, & A safe community of like-minded women  . Sarah's Advice… Pay attention to what lights you up and follow your heart!  

In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules of all 51 states. Alan and Michael then spend a couple questions discussing the effects of the Department of Labor's new fiduciary laws, and which firms will have to change the most to accommodate them. We also dig into compliance regulations and how to limit risk when you're advising on 401Ks. The co-hosts also cover going solo as an advisor, how you need to market yourself, and how other advisors have transferred clients from a commission-based model to a net-worth retainer model. You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/76