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Entrepreneurship and Thought Leadership in the Wealth Management Industry
Episode 5428th September 2021 • Bridging The Gap • Bridging The Gap
00:00:00 00:41:41

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One of the best thought-leaders in our industry, Alan Moore, CEO and Co-Founder of XY Planning Network and CEO of AdvicePay, joins me on this episode of Bridging The Gap. We discuss entrepreneurship, growing in the wealth management business, and developing new ideas and opportunities, as well as leading brands, what’s next for financial planning, and more.

Listen in to this exciting conversation with one of the brightest minds in our industry.