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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

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Recent Posts

Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

July 05, 2022/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

May 23, 2022/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

March 14, 2022/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

June 07, 2021/by Team XYPN
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
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members can't help...

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
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

October 29, 2020/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

July 30, 2020/by Team XYPN
Want to Convert More Prospects to Clients? Follow These 10 Tips

Want to Convert More Prospects to Clients? Follow These 10 Tips

6 MIN READ 

Most independent financial...

June 29, 2020/by Team XYPN
XYPN Roundup: How to Create a Website for Your Financial Planning Firm

XYPN Roundup: How to Create a Website for Your Financial Planning Firm

6 MIN READ 

According to the Small...

June 15, 2020/by Team XYPN
XYPN Roundup: How to Market Your Financial Planning Firm

XYPN Roundup: How to Market Your Financial Planning Firm

10 MIN READ 

If you ask any financial...

June 08, 2020/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

May 11, 2020/by Team XYPN
XYPN Roundup: Technology Solutions for Independent Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors

5 MIN READ 

If you’re a financial...

May 04, 2020/by Team XYPN
#XYPNRadio Roundup: From Broker-Dealer to Fee-for-Service

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

5 MIN READ 

Are you considering leaving...

April 30, 2020/by Team XYPN
Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

13 MIN READ

To say times are strange...

April 16, 2020/by Team XYPN
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 financial...

March 16, 2020/by Team XYPN
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members regularly...

March 05, 2020/by Team XYPN
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 financial...

February 27, 2020/by Team XYPN
The Best of #XYPNRadio: Advice for Independent Financial Advisors

The Best of #XYPNRadio: Advice for Independent Financial Advisors

10 MIN READ

We recently shared our most...

January 09, 2020/by Team XYPN
The Best of What Would Arlene Say: Advice for Independent Financial Advisors

The Best of What Would Arlene Say: Advice for Independent Financial Advisors

8 MIN READ

Since coming on board as...

January 06, 2020/by Team XYPN

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