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

Jennifer Mastrud

Headshot of Jennifer Mastrud
Jennifer Mastrud is tasked with sharing the movement at XYPN. Her expertise is in branding, marketing, and public relations. She’s as passionate about the XYPN message as she is about innovating new ways to share it. Before joining XYPN, Jen accumulated several years of experience representing national brands in diverse sectors including technology, gaming, TV, and education. She’s based in Minnesota, but travels frequently to warm up.

Recent Posts

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
Level Up Your RIA Marketing in 3 Days at #XYPNLIVE

Level Up Your RIA Marketing in 3 Days at #XYPNLIVE

12 MIN READ

Of all the hats firm...

June 17, 2019/by Jennifer Mastrud
10 Must-Haves for Your RIA Website

10 Must-Haves for Your RIA Website

 

9 MIN READ

I’m not that old, but I...

February 18, 2019/by Jennifer Mastrud
18 Marketing Hacks for Independent Financial Advisors

18 Marketing Hacks for Independent Financial Advisors

12 MIN READ

Want to market your...

November 19, 2018/by Jennifer Mastrud
5-Part Marketing Plan for Independent Advisors: Why, What & How

5-Part Marketing Plan for Independent Advisors: Why, What & How

7 MIN READ 

As an independent...

August 20, 2018/by Jennifer Mastrud
The Independent Financial Advisor's Guide to Measuring Marketing

The Independent Financial Advisor's Guide to Measuring Marketing

8 MIN READ 

Recently, a friend reached...

May 21, 2018/by Jennifer Mastrud
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

February 26, 2018/by Jennifer Mastrud
Our Top Blogs of the Year for Independent Financial Advisors

Our Top Blogs of the Year for Independent Financial Advisors

Over the past year at XY Planning...

January 01, 2018/by Jennifer Mastrud
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

December 25, 2017/by Jennifer Mastrud
12 Months of Marketing Goals for Independent Financial Advisors

12 Months of Marketing Goals for Independent Financial Advisors

As I chip away at developing XY...

December 18, 2017/by Jennifer Mastrud
The Surprising Takeaway from XYPN LIVE

The Surprising Takeaway from XYPN LIVE

 

As we were putting the finishing...

December 11, 2017/by Jennifer Mastrud
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

November 06, 2017/by Jennifer Mastrud
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

September 25, 2017/by Jennifer Mastrud
Meet Vestwell, Winner of Our 2017 FinTech Competition

Meet Vestwell, Winner of Our 2017 FinTech Competition

Meet Vestwell, the digital employer...

September 20, 2017/by Jennifer Mastrud
Meet Our 2017 FinTech Finalists!

Meet Our 2017 FinTech Finalists!

The envelope please....
 
Seven...
July 24, 2017/by Jennifer Mastrud
Women, Men & Money with Farnoosh Torabi

Women, Men & Money with Farnoosh Torabi

May 29, 2017/by Jennifer Mastrud
Be Courageous, Be Bold, Be Dangerous: Advice from Andre Novaes

Be Courageous, Be Bold, Be Dangerous: Advice from Andre Novaes

Andre Novaes, CFP®, believes we are not...

May 22, 2017/by Jennifer Mastrud
The Next Great Value Prop that Financial Planning Clients will Pay For

The Next Great Value Prop that Financial Planning Clients will Pay For

 

May 08, 2017/by Jennifer Mastrud
Honing Your Expertise in College Planning

Honing Your Expertise in College Planning

 

May 01, 2017/by Jennifer Mastrud
Marketing Dollars Well Spent as an Independent Financial Advisor

Marketing Dollars Well Spent as an Independent Financial Advisor

April 24, 2017/by Jennifer Mastrud
Are You Making These Top-of-Funnel Marketing Mistakes in Your RIA?

Are You Making These Top-of-Funnel Marketing Mistakes in Your RIA?

 

March 27, 2017/by Jennifer Mastrud

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Search the Blog

    Let's Connect

    Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

    Schedule a Call