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@R_Alan_Moore is blocked
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Full house for the NexGen KickOff Summit!!!
#NexGenSummit16pic.twitter.com/bm45R6JDW0
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Good on
@R_Alan_Moore for passionately pursuing service model to serve MY generation.#NexGenSummit16#yeaIsaidit -
Quick model session with
@R_Alan_Moore in his@XYPlanning t-shirt#NAPFA16#nextgenpic.twitter.com/G5veK5V0mo
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@johnmccarthycpa Could we set up a call? I literally just talked to@R_Alan_Moore about your services and thought it might be a good fit. -
Planning to attend
#NAPFA16 next week? Join@XYPlanning for our meet up Wednesday night!http://www.xyplanningnetwork.com/event/xypn-meetup-napfa-national/ … -
Nice to see you're crushing it... popping up on my Google News!
@malito_alipic.twitter.com/TTZN8z0t3U
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RT
@XYPlanning: LAST CHANCE to get $200 off#XYPN17! Lowest priced pass available. Flash sale ends today at 6pm PST! http://xyplanningnetwork.com/xypn17 -
"Consumers doing self serve is doing themselves a disservice"
@ClarkHoward#XYPN16 -
"Only need to see one market crash to see robo's aren't the answer [to helping more consumers]"
@ClarkHoward#XYPN16#MicDrop -
"One day, no one is going to remember what Merrill Lynch was"
@ClarkHoward#XYPN16 -
Opening party at
#XYPN16! Amazing turnout.@XYPlanningpic.twitter.com/nqmcb3HaeZ
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@Rianka_D@MichaelKitces He really needs an entire suit that's Kitces Blue#XYPN16 -
Finishing this
@KaplanFinEdu#CFP course a week early, so I can truly focus at#XYPN16 - Wish me luck@XYPlanning
pic.twitter.com/338cm1B4gJ
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New
@XYPlanning member was asked how they heard about us. Answer: "Who hasn't heard of XYPN?"
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Alan Moore, MS, CFP® followed David M. Thome, CFP®, Smarsh, Abacus Wealth and Lloyd W. Layton
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@David_M_Thome
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | Personal Finance Junkie | Husband | Father | Food Lover | http://instagram.com/dthome0781
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@SmarshInc
Smarsh is the leading provider of archiving & compliance solutions for companies in regulated and litigious industries. Smarsh has offices worldwide.
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As long as SIFMA can continue to call their members “Financial Advisors” we will not be a profession: http://www.sifma.org/nextgen2016/
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Sweet! And if you need to register, hook up with my promo codes to save some dough: See http://fppad.com/192 https://twitter.com/Wealthbox/status/770630531805487104 …
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Alexandria Cole
Amber Berry
Don St. Clair, CFP®
Morningstar Advisor
John Bohnsack, CFP®
Alan Moore, MS, CFP®
Georgia Bulldogs
MichaelKitces
Chuck Donalies, CFP®
Missy Pohlig
Bill Winterberg CFP®