Fintech Impact

Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives.Show Notes:● :30— Introduction to Alan Moore and Advice Pay.● 1:00— Advice Pay is about getting paid for advice rather than for what you sell.● 2:25— How Alan went from Pharmaceuticals to Financial Planner opening his own practice.● 8:00 — Advice Pay was about helping Financial Planners doing real advising for next gen clients.● 10:00 — How financial planning is a helping profession that enables people’s goals.● 13:00— The barriers of having a service only financial planning practice.● 16:00— States do not have all the regulations and a lot of them are not written down.● 20:10— How there is no billing platform that supports the mode