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
FAQs: How to Register as an Investment Advisor

FAQs: How to Register as an Investment Advisor

10 MIN READ 

Navigating the...

June 18, 2020/by Travis Johnson
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
Trade ETFs Like THIS, Not THAT

Trade ETFs Like THIS, Not THAT

3.5 MIN READ 

Exchange-Traded Funds...

June 11, 2020/by Mario Nardone
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...

June 08, 2020/by Team XYPN
Launching a Financial Planning Firm During a Recession

Launching a Financial Planning Firm During a Recession

10 MIN READ

While the economic...

June 04, 2020/by Kelly Moorman
How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times

6 MIN READ 

To say that the world...

June 01, 2020/by Lindsey Harrington
Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice

Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice

6 MIN READ

If you’re familiar with...

May 28, 2020/by Kate Ross
Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

13 MIN READ 

How are you doing? No,...

May 25, 2020/by Ashley Hunter
What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?

11 MIN READ 

When independent...

May 21, 2020/by Michael Law
What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

7 MIN READ 

As a financial advisor,...

May 18, 2020/by Lillie Delaney
Why Advisors Need to Stop Saying,

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

5 MIN READ 

Anyone with a modicum of...

May 14, 2020/by Kassy Betterley
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members...

May 11, 2020/by Team XYPN
Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

6 MIN READ 

It’s no secret that...

May 07, 2020/by Sara Williams
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...

April 30, 2020/by Team XYPN
Why, When, and How to Transition to Fee-For-Service Financial Planning: What Would Arlene Say?

Why, When, and How to Transition to Fee-For-Service Financial Planning: What Would Arlene Say?

9 MIN READ

Financial advisors...

April 27, 2020/by Arlene Moss
Working From Home: How Advisors Can Transition to a Virtual Practice

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

7.5 MIN READ 

Over the course of...

April 23, 2020/by Maddy Roche
Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

4.5 MIN READ 

Finances have, and...

April 20, 2020/by Guest Contributor
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
Do's & Don'ts for Building Your Firm's Website

Do's & Don'ts for Building Your Firm's Website

9 MIN READ 

Building your website is...

April 13, 2020/by Katie DeMars
Launching Your Own RIA: Advice from Advisors Who Took the Leap

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

12 MIN READ 

"What's it really like...

April 09, 2020/by Guest Contributor

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