This is another one of my interviews at T3 Conference in California last week.
Alan Moore is the co-founder of XY Planning Network, a network for financial planners working on monthly retainer with Gen X and Gen Y clients.
I guess no one told him when he set up the business in 2014 that retainer fee model isn’t viable for financial planning? Actually, they did. Most people in the industry laughed him off or told him it was a stupid idea.
2 years and 360 financial planners later, guess who’s laughing now?