Advisor Blog

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  • Top 10 Misconceptions about XYPN
  • Creating a Business Plan
  • Finding Success in Year One of Your RIA
  • Choosing the Right Fee Structure
  • How to Create a Successful Blog as an Independent Financial Advisor
Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times

6 MIN READ 

The past few weeks have...

March 30, 2020/by Malcolm Thomas
Why You Need to Align Your Firm's Marketing and Sales Strategies

Why You Need to Align Your Firm's Marketing and Sales Strategies

6 MIN READ 

Marketing and...

March 26, 2020/by Lindsey Harrington
How to Choose a TAMP for Your Financial Planning Practice

How to Choose a TAMP for Your Financial Planning Practice

8 MIN READ 

If you’ve started your...

March 23, 2020/by Team XYIS
Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm

7 MIN READ 

Do you long to get out...

March 12, 2020/by Isabel Leong
10 Steps for Choosing the Best Business Path for Scaling Your Firm

10 Steps for Choosing the Best Business Path for Scaling Your Firm

8.5 MIN READ

Once you’ve reached max...

March 02, 2020/by Kate Ross
How to Get the Most Out of Your Investor Policy Statement (IPS)

How to Get the Most Out of Your Investor Policy Statement (IPS)

8 MIN READ 

You’ve finished reading...

February 24, 2020/by Lisa Asher
Having Difficult Conversations: A Skill Every Financial Advisor Needs

Having Difficult Conversations: A Skill Every Financial Advisor Needs

7.5 MIN READ 

Hey, we need to talk….

February 20, 2020/by Ashley Hunter
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt...

February 17, 2020/by Emily Purdon
I Own My Own Firm...So, How Do I Pay Myself?

I Own My Own Firm...So, How Do I Pay Myself?

6 MIN READ 

“I take money out of my...

February 13, 2020/by Jason Brown
How to Build a Sales Pipeline for Your Financial Planning Firm

How to Build a Sales Pipeline for Your Financial Planning Firm

5 MIN READ 

You know those words...

February 10, 2020/by Lindsey Harrington
Website Accessibility: What, Why, Who, and How for Your Firm's Website

Website Accessibility: What, Why, Who, and How for Your Firm's Website

4.5 MIN READ 

Many years ago, I...

January 30, 2020/by Katie DeMars
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
Mastering Mastermind Groups

Mastering Mastermind Groups

8 MIN READ 

Two of the most common...

January 23, 2020/by Kassy Betterley
What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

2 MIN READ 

The financial industry’s...

January 20, 2020/by Guest Contributor
Firm Ownership: An In-Depth Look at the Journey from Start to Finish

Firm Ownership: An In-Depth Look at the Journey from Start to Finish

8 MIN READ 

So you've decided it's...

January 16, 2020/by Malcolm Thomas
Free (Or Almost Free) Tools to Freshen Your Firm's Website

Free (Or Almost Free) Tools to Freshen Your Firm's Website

5 MIN READ 

The new year is right...

December 26, 2019/by Katie DeMars
Refining Your Client Service Model
Creating a Culture That Promotes Work/Life Balance in Your Firm

Creating a Culture That Promotes Work/Life Balance in Your Firm

8 MIN READ

If work/life balance is...

December 19, 2019/by Kate Ross
How to Inspire Your Clients to Action and Help Them Achieve Financial Freedom with George Kinder

How to Inspire Your Clients to Action and Help Them Achieve Financial Freedom with George Kinder

3 MIN READ 

“Model integrity,...

December 12, 2019/by Kelly Moorman
The Evolving Landscape of Social Media Compliance

The Evolving Landscape of Social Media Compliance

4 MIN READ 

From a compliance...

December 09, 2019/by Scott Gill
Not Creative? How to Market Your Financial Planning Firm Anyway

Not Creative? How to Market Your Financial Planning Firm Anyway

9.5 MIN READ 

Not creative? You’re...

December 05, 2019/by Carolyn Dalle-Molle

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