Advisor Blog

Featured Blogs

  • #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

    #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

  • Working From Home: How Advisors Can Transition to a Virtual Practice

    Working From Home: How Advisors Can Transition to a Virtual Practice

  • Launching Your Own RIA: Advice from Advisors Who Took the Leap

    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

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

  • Member Benefits You Can't Put a Price On

    Member Benefits You Can't Put a Price On
How Can XYPN Membership Benefit Established Advisors?

How Can XYPN Membership Benefit Established Advisors?

11 MIN READ 

As a Lead Business...

September 13, 2021/by Aimee Arnaud
Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor

5 MIN READ 

Tax preparation and tax...

September 06, 2021/by Chelsey Patera
Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen

Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen

5 MIN READ

“Neurons that fire...

September 02, 2021/by Emily Campbell
Your Guide to Social Media Compliance and the New SEC Marketing Rules

Your Guide to Social Media Compliance and the New SEC Marketing Rules

6 MIN READ 

Although not new news,...

August 30, 2021/by Terria Heng
Your Guide to Stock Compensation Plans and Taxes

Your Guide to Stock Compensation Plans and Taxes

10 MIN READ 

You’ve probably noticed...

August 23, 2021/by Katrina Ivancic
The #1 Way To Prevent Mistakes in Your Emails as an Advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor

6 MIN READ 

August 16, 2021/by Lindsey White
Create Connection and Close the Sale with These 3 Sales Process Truths

Create Connection and Close the Sale with These 3 Sales Process Truths

15 MIN READ

In the crowded...

August 09, 2021/by BB Webb
4 Tips for Getting Clients Engaged in the Financial Planning Process

4 Tips for Getting Clients Engaged in the Financial Planning Process

6 MIN READ 

When I began my foray...

August 02, 2021/by Kathleen Boyd
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one...

July 26, 2021/by Sara Williams
Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor

9 MIN READ 

“Should I do a Roth...

July 19, 2021/by Sam Nguyen
Everything Advisors Need to Know About IRA Distributions and Taxes

Everything Advisors Need to Know About IRA Distributions and Taxes

7 MIN READ 

July 12, 2021/by Blake Mattfeldt
Master Your To-Dos with a (Free) Project Management Tool

Master Your To-Dos with a (Free) Project Management Tool

7 MIN READ 

I’m a list maker. Call...

July 08, 2021/by Katie DeMars
3 Ways to Calculate Your Marketing Budget at Different Growth Stages

3 Ways to Calculate Your Marketing Budget at Different Growth Stages

6 MIN READ 

June 28, 2021/by Carolyn Dalle-Molle
Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

6 MIN READ 

How many times a day do...

June 21, 2021/by Lindsey White
At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm

At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm

5 MIN READ

#XYPNLIVE 2021,...

June 17, 2021/by Emily Campbell
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

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Popular Posts:

A Guide to the New 2020 Form 8915-E
Ten Advisor Websites That Stand Out From the Crowd
What Makes a Rational Consumer (and Why Financial Advisors Should Care)
Planning for Your First 12 Months as an RIA Owner: Part One
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

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