Advisor Blog

Featured Blogs

  • The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

    The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

  • The 7 Tech Tools You Need to Launch a Fee-only Firm

    The 7 Tech Tools You Need to Launch a Fee-only Firm

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

  • When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes
Hiring? Your Guide to Creating a Positive Employee Onboarding Experience

Hiring? Your Guide to Creating a Positive Employee Onboarding Experience

4 MIN READ 

Are you still hiring or...

March 27, 2023/by Stephanie Bogison
RIA SEO: Keyword Strategies for Financial Planners

RIA SEO: Keyword Strategies for Financial Planners

10 MIN READ

If you’ve found this...

March 20, 2023/by Sam McCue
From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

3.5 MIN READ

 “Make Financial...

March 13, 2023/by Colby Goodrich
5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant

5 Tips for Outsourcing Admin Support and Engaging with a Virtual Assistant

8.5 MIN READ

Engaging with...

March 06, 2023/by Monique Dutkowsky & Stuart Pyne
Business Tax Return Deadlines: Your Guide as an Independent Financial Advisor

Business Tax Return Deadlines: Your Guide as an Independent Financial Advisor

8 MIN READ 

There are a million things...

February 20, 2023/by Sarah Leet
Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season

Recordkeeping 101: The Why, What, and How for a Rewarding Tax Season

6.5 MIN READ 

Admit it: Do you have a...

February 06, 2023/by Sarah Leet & Alli Whittle
Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

12.5 MIN READ 

For as long as XYPN has...

February 01, 2023/by Maddy Roche
5 Best Practices for a Successful and Stress-Free Tax Season

5 Best Practices for a Successful and Stress-Free Tax Season

3 MIN READ 

Are taxes too taxing? No...

January 23, 2023/by Alli Whittle
Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors

Is Your Non-Compete Binding? Helpful Tips for Transitioning Advisors

4 MIN READ

New year, new firm?...

January 16, 2023/by Lisa Larrivee
Your 2022 Tax Year In Review From Your Team At XY Tax Solutions

Your 2022 Tax Year In Review From Your Team At XY Tax Solutions

4 MIN READ 

Another year has come and...

January 06, 2023/by Sara Williams & Sam Nguyen
A Sabbatical Journey: 4 Powerful Lessons for Independent Advisors

A Sabbatical Journey: 4 Powerful Lessons for Independent Advisors

7.5 MIN READ

Last summer I hit my...

January 02, 2023/by Arlene Moss
Our Top Blogs of 2022 for Independent Financial Advisors

Our Top Blogs of 2022 for Independent Financial Advisors

5 MIN READ 

Over the past year, we've...

December 19, 2022/by Team XYPN
How to Evaluate and Increase Your Fees as a Fee-for-Service Advisor

How to Evaluate and Increase Your Fees as a Fee-for-Service Advisor

8 MIN READ

No matter how long I work...

December 12, 2022/by Arlene Moss
Top 5 RIA Processes to Review in Preparation for the New Year

Top 5 RIA Processes to Review in Preparation for the New Year

4 MIN READ 

The end of the year marks a...

December 05, 2022/by Kathleen Boyd
The Top 10 Misconceptions About XYPN

The Top 10 Misconceptions About XYPN

8.5 MIN READ 

The XYPN movement is...

November 30, 2022/by Maddy Roche
Leaving Your Firm?  The Broker Protocol is One Detail You Can't Miss

Leaving Your Firm?  The Broker Protocol is One Detail You Can't Miss

7 MIN READ 

We see many advisors with...

November 28, 2022/by Travis Johnson
5 Investment Management Options To Consider When Launching Your RIA

5 Investment Management Options To Consider When Launching Your RIA

8 MIN READ 

Thinking is free. This is...

November 21, 2022/by Sarah Orlando
Empower Yourself and Build Client Confidence With Continuing Education

Empower Yourself and Build Client Confidence With Continuing Education

3 MIN READ 

“Knowledge is Power, Power...

November 14, 2022/by Shelby Brown
Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

2 MIN READ

The value of a business...

November 07, 2022/by Lisa Larrivee
Which Yield Calculation is the “Right” One? Guidance on Uses and Nuances of Yield Calculations

Which Yield Calculation is the “Right” One? Guidance on Uses and Nuances of Yield Calculations

3 MIN READ

Per Investopdia.com, the...

October 31, 2022/by Mario Nardone
The Biggest Takeaways from the 8th Annual XYPN LIVE

The Biggest Takeaways from the 8th Annual XYPN LIVE

6 MIN READ

Hint: Think Community

...

October 24, 2022/by Colby Goodrich

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    What Makes a Rational Consumer (and Why Financial Advisors Should Care)
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    Hiring: The Phone Screen, 10 Minutes to Make It or Break It
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