February 2017 | Becoming Referable

Episode 8 – Alan Moore on Planning for the Next Generations

Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors, and host of the XYPN Radio [...]

By Julie Littlechild|2022-01-03T17:14:58+00:00February 24th, 2017|Categories: Podcast|Tags: Alan Moore, Becoming Referable, referrals|0 Comments

Episode 7 – Julie Littlechild on the Power of Absolute Engagement

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and [...]

By Julie Littlechild|2022-01-03T17:14:59+00:00February 9th, 2017|Categories: Podcast|Tags: absolute engagement, Becoming Referable, Julie Littlechild, referrals|0 Comments