Advisor Blog

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  • Top 10 Misconceptions about XYPN
  • Creating a Business Plan
  • Finding Success in Year One of Your RIA
  • Choosing the Right Fee Structure
  • How to Create a Successful Blog as an Independent Financial Advisor
Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times

6 MIN READ 

The past few weeks have...

March 30, 2020/by Malcolm Thomas
Why You Need to Align Your Firm's Marketing and Sales Strategies

Why You Need to Align Your Firm's Marketing and Sales Strategies

6 MIN READ 

Marketing and...

March 26, 2020/by Lindsey Harrington
How to Choose a TAMP for Your Financial Planning Practice

How to Choose a TAMP for Your Financial Planning Practice

8 MIN READ 

If you’ve started your...

March 23, 2020/by Team XYIS
To the Advisors We Love, from Team XYPN: A Coronavirus Resource Roundup

To the Advisors We Love, from Team XYPN: A Coronavirus Resource Roundup

4 MIN READ

Dear Financial Advisors,

March 19, 2020/by Jennifer Mastrud
Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles

5 MIN READ

As an independent...

March 16, 2020/by Team XYPN
Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm

7 MIN READ 

Do you long to get out...

March 12, 2020/by Isabel Leong
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

12 MIN READ

After working...

March 09, 2020/by BB Webb
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members...

March 05, 2020/by Team XYPN
10 Steps for Choosing the Best Business Path for Scaling Your Firm

10 Steps for Choosing the Best Business Path for Scaling Your Firm

8.5 MIN READ

Once you’ve reached max...

March 02, 2020/by Kate Ross
XYPN Roundup: The 4-1-1 on Fees for Firm Owners

XYPN Roundup: The 4-1-1 on Fees for Firm Owners

12 MIN READ

For independent...

February 27, 2020/by Team XYPN
How to Get the Most Out of Your Investor Policy Statement (IPS)

How to Get the Most Out of Your Investor Policy Statement (IPS)

8 MIN READ 

You’ve finished reading...

February 24, 2020/by Lisa Asher
Having Difficult Conversations: A Skill Every Financial Advisor Needs

Having Difficult Conversations: A Skill Every Financial Advisor Needs

7.5 MIN READ 

Hey, we need to talk….

February 20, 2020/by Ashley Hunter
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt...

February 17, 2020/by Emily Purdon
I Own My Own Firm...So, How Do I Pay Myself?

I Own My Own Firm...So, How Do I Pay Myself?

6 MIN READ 

“I take money out of my...

February 13, 2020/by Jason Brown
How to Build a Sales Pipeline for Your Financial Planning Firm

How to Build a Sales Pipeline for Your Financial Planning Firm

5 MIN READ 

You know those words...

February 10, 2020/by Lindsey Harrington
Want More Clients? Follow This Sales Philosophy

Want More Clients? Follow This Sales Philosophy

11 MIN READ

I grew up with the...

February 06, 2020/by BB Webb
How to Reverse Engineer Your Business Goals: What Would Arlene Say?

How to Reverse Engineer Your Business Goals: What Would Arlene Say?

10 MIN READ

As a coach for...

February 03, 2020/by Arlene Moss
Website Accessibility: What, Why, Who, and How for Your Firm's Website

Website Accessibility: What, Why, Who, and How for Your Firm's Website

4.5 MIN READ 

Many years ago, I...

January 30, 2020/by Katie DeMars
Thinking About Scaling Your Firm? These Podcasts Will Help

Thinking About Scaling Your Firm? These Podcasts Will Help

8 MIN READ 

XY Planning Network’s...

January 27, 2020/by Taylor Deardorff
Mastering Mastermind Groups

Mastering Mastermind Groups

8 MIN READ 

Two of the most common...

January 23, 2020/by Kassy Betterley
What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

2 MIN READ 

The financial industry’s...

January 20, 2020/by Guest Contributor

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Popular Posts:

Considerations for Discretionary vs. Non-Discretionary Investment Management
Planning for Your First 12 Months as an RIA Owner: Part One
Choosing a Financial Planning Fee Structure – What Are the Options?
Creating a Business Plan for Your Financial Planning Practice
Investment Management Options for Registered Investment Advisors