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
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
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
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
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
Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

10 MIN READ

A performer from an...

April 05, 2021/by BB Webb
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

7 MIN READ 

A handful of...

March 22, 2021/by Katie DeMars
“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap

“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap

10 MIN READ

I’ll say it louder...

February 11, 2021/by BB Webb
Everything Independent Financial Advisors Need to Know to File Their Taxes

Everything Independent Financial Advisors Need to Know to File Their Taxes

5 MIN READ 

The most wonderful time...

February 08, 2021/by Chelsey Patera
Networking in a Virtual World — Advice for Advisors

Networking in a Virtual World — Advice for Advisors

13 MIN READ

 

It was a mere 35...

February 01, 2021/by BB Webb
Saving for Retirement as a Financial Advisor – A Tax Expert's Take

Saving for Retirement as a Financial Advisor – A Tax Expert's Take

8 MIN READ 

Believe it or not, there...

January 14, 2021/by Blake Mattfeldt
How to Create an Email Newsletter for Your Firm

How to Create an Email Newsletter for Your Firm

7 MIN READ 

It’s the start of a new...

January 07, 2021/by Lindsey White
9 Marketing Activities Advisors Can Do in 60 Minutes

9 Marketing Activities Advisors Can Do in 60 Minutes

7.5 MIN READ 

“I find myself filling...

December 24, 2020/by Carolyn Dalle-Molle
6 Steps to Fully Utilize Your Portfolio Management Software

6 Steps to Fully Utilize Your Portfolio Management Software

8 MIN READ 

Let’s start with a...

November 23, 2020/by Jeff Snodgrass
Uncovering Your Client’s Values While Sharing Your Own

Uncovering Your Client’s Values While Sharing Your Own

12 MIN READ

What is value? It’s...

November 12, 2020/by BB Webb
The Anatomy of a High-Converting Website

The Anatomy of a High-Converting Website

4 MIN READ 

Converting your website...

November 05, 2020/by Katie DeMars
How to Create Your Ideal Client Avatars for Your Financial Planning Firm

How to Create Your Ideal Client Avatars for Your Financial Planning Firm

6 MIN READ 

Client avatar, marketing...

October 19, 2020/by Lindsey White
How to Improve Your RIA's Stagnant Twitter Page: A Step-by-Step Guide for Financial Advisors

How to Improve Your RIA's Stagnant Twitter Page: A Step-by-Step Guide for Financial Advisors

8.5 MIN READ 

When you first...

October 08, 2020/by Carolyn Dalle-Molle
Spend Less and Get More with XYPN's Tech Stack

Spend Less and Get More with XYPN's Tech Stack

6.5 MIN READ 

If you’re familiar...

October 05, 2020/by Taylor Deardorff
How to Effectively Communicate with Your TAMP Back-Office Team

How to Effectively Communicate with Your TAMP Back-Office Team

8 MIN READ 

As many of us are all...

September 28, 2020/by Lillie Delaney

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