With the wealth transfer that's underway, serving NextGen clients and bringing in newer advisor talent may be key to achieving sustainable growth. But the way younger clients and advisors think about investing isn't necessarily in line with how the industry has traditionally operated. To meet the expectations of NextGen investors – and to make their firms appealing for the next generation of advisors – RIAs may need to move beyond a "business as usual" approach to talent management, according to Alan Moore, Co-Founder of the XY Planning Network. In this episode of the Synergize podcast, Moore joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how RIAs may want to think about investing in next generation talent. Listen as they explore: ● Ways to potentially attract, retain, and leverage an investment in newer talent ● How "fee-for-service" models can help build a bridge to the next generation ● What advisors should know about succession planning given today's realities Subscribe now, and connect with us on social media: ● YouTube [https://www.youtube.com/@TradePMR] ● LinkedIn [https://www.linkedin.com/company/tradepmr/mycompany/] ● Facebook [https://www.facebook.com/TradePMR/videos] Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Alan Moore, MS, CFP® Alan is a co-founder of the XYPN, a support network for advisors looking to serve next-generation clients. He is also the CEO of AdvicePay, a payment processor for financial advisors. Alan is a former Investment News "40 Under 40″ honoree [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] and was recognized by Wealth Management as one of "The Ten to Watch in 2015.″ [https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore] He has been quoted in publications including The Wall Street Journal, Forbes, and The New York Times. Alan Moore and XYPN are not affiliates of TradePMR. More About Alan: LinkedIn: https://www.linkedin.com/in/ralanmoore/ Website: https://www.xyplanningnetwork.com/advisor-blog/author/alan-moore If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc.