Advisor Blog

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  • #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service
  • Working From Home: How Advisors Can Transition to a Virtual Practice
  • Launching Your Own RIA: Advice from Advisors Who Took the Leap
  • How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors
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At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm
Summer Reading Suggestions from the XY Planning Network Team

Summer Reading Suggestions from the XY Planning Network Team

5.5 MIN READ

It’s almost...

June 14, 2021/by Arlene Moss
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members...

June 07, 2021/by Team XYPN
Harness The Power of the 80% Rule to Close More Business as an Advisor

Harness The Power of the 80% Rule to Close More Business as an Advisor

9 MIN READ

Lately, I’ve been...

May 31, 2021/by BB Webb
Everything You Need to Know About Outside Business Activities (OBAs)

Everything You Need to Know About Outside Business Activities (OBAs)

4 MIN READ 

May 24, 2021/by Terria Heng
How To Clarify Your Marketing So Your Ideal Clients Will Listen

How To Clarify Your Marketing So Your Ideal Clients Will Listen

18 MIN READ

In a 1999 Harvard...

May 17, 2021/by Emily Campbell
The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

11 MIN READ 

At the risk of...

May 10, 2021/by Team XYTS
The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

12 MIN READ 

Much like that pair of...

May 03, 2021/by Aimee Arnaud
Five Email Metrics You Need to Be Tracking as a Financial Advisor

Five Email Metrics You Need to Be Tracking as a Financial Advisor

5.5 MIN READ 

You’re creating...

April 26, 2021/by Lindsey White
Four (Doable) Ways to Dramatically Improve Your RIA's Website

Four (Doable) Ways to Dramatically Improve Your RIA's Website

9 MIN READ 

Websites are a kind of...

April 19, 2021/by Carolyn Dalle-Molle
How You Can Use a Virtual Assistant as an Independent Financial Advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

7.5 MIN READ

You can make more...

April 12, 2021/by Arlene Moss
Branding Basics: Where To Start as an Independent Financial Advisor

Branding Basics: Where To Start as an Independent Financial Advisor

8 MIN READ 

We live in a world where...

April 08, 2021/by Audrey Moss
Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

10 MIN READ

A performer from an...

April 05, 2021/by BB Webb
Reflecting on Women's History Month: Team Member Q&A

Reflecting on Women's History Month: Team Member Q&A

15 MIN READ 

In preparation for...

April 01, 2021/by Team XYPN
Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

12 MIN READ 

In 1984 when Madonna...

March 29, 2021/by Tess Hollister
Your Go-To Guide for Acronyms and Other Industry-Specific Terms

Your Go-To Guide for Acronyms and Other Industry-Specific Terms

4 MIN READ 

The prevalence of...

March 25, 2021/by Shelby Brown
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

7 MIN READ 

A handful of...

March 22, 2021/by Katie DeMars
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members can't...

March 18, 2021/by Team XYPN
XYPN Roundup: Everything You Need to Know From Our Tax Experts

XYPN Roundup: Everything You Need to Know From Our Tax Experts

5 MIN READ 

How's your relationship...

March 15, 2021/by Team XYPN
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

5 MIN READ 

The hardship of the past...

March 11, 2021/by Pam Hocevar
Five Tips for Writing Effective Job Descriptions for Your Firm

Five Tips for Writing Effective Job Descriptions for Your Firm

7.5 MIN READ 

Congrats! Your firm is...

March 08, 2021/by Ryan Watin

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