Serving the Other 95%: Bridging the Gap Between Financial Counseling, Coaching and Planning
Financial counseling and financial planning have long been considered on different ends of the service spectrum. While planning focused on helping the rich get richer, counseling was believed to only serve in a not-for-profit role. The truth is, counseling and planning together provide a continuum of care that serves clients throughout their lifetime. Join me as we discuss how planners and counselors can work together to provide services to a much broader range of clients. We can’t be considered a profession until we help more than just the top 5% of American’s, and the AFC+CFP combo might just do the trick.
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network.
He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & 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 a “The 10 to Watch in 2015.″ He 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.