Advisor Blog

Featured Blogs

  • #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
  • Member Benefits You Can't Put a Price On

Taylor Deardorff

As a Member Experience Specialist at XYPN, Taylor Deardorff enables our members to take advantage of XYPN's ever-growing range of benefits. Through consistent communication with our growing Network, Taylor has become intimately familiar with the needs and challenges our advisors face servicing their clients and growing their RIAs. She loves XYPN's members and sharing the XYPN message.

Recent Posts

Are You Making These Common Archiving Mistakes in Your Financial Planning Firm?

Are You Making These Common Archiving Mistakes in Your Financial Planning Firm?

6 MIN READ 

July 13, 2020/by Taylor Deardorff
Using Zoom in Your Financial Planning Firm: Tips For Getting Started

Using Zoom in Your Financial Planning Firm: Tips For Getting Started

8 MIN READ 

To put it mildly, we’re...

April 06, 2020/by Taylor Deardorff
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
Stories of Success: The First Year of Firm Ownership

Stories of Success: The First Year of Firm Ownership

6 MIN READ 

It’s no secret that your...

November 14, 2019/by Taylor Deardorff
Member Benefits You Can't Put a Price On

Member Benefits You Can't Put a Price On

6 MIN READ 

XYPN Membership is,...

September 30, 2019/by Taylor Deardorff
Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

10 MIN READ 

Tech. It’s something I...

August 12, 2019/by Taylor Deardorff
3 Tech Solutions Every Independent Financial Advisor Should Be Using

3 Tech Solutions Every Independent Financial Advisor Should Be Using

8.5 MIN READ 

When talking to the...

May 13, 2019/by Taylor Deardorff
10 Lessons You'll Learn in the First Year of Running Your RIA

10 Lessons You'll Learn in the First Year of Running Your RIA

15 MIN READ 

So, you’re doing it....

March 21, 2019/by Taylor Deardorff

Browse our Advisor Resources

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