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  • #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
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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
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
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt...

February 17, 2020/by Emily Purdon
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
RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

8 MIN READ

Why: Facing Capacity...

November 04, 2019/by Emily Purdon
What Core Tech Does My RIA Need In the First Year?

What Core Tech Does My RIA Need In the First Year?

8 MIN READ

As you’re getting your...

October 24, 2019/by Kate Ross
What You Need to Know About Launching Your Own Financial Planning Firm

What You Need to Know About Launching Your Own Financial Planning Firm

8 MIN READ

Your firm was recently...

August 15, 2019/by Kate Ross
17 Compliance Tips Every Independent Financial Advisor Should Know

17 Compliance Tips Every Independent Financial Advisor Should Know

8.5 MIN READ

Here at XY Planning...

June 27, 2019/by Ashley Hunter
The Five Traits of an Effective Entrepreneur

The Five Traits of an Effective Entrepreneur

9 MIN READ

If you’re contemplating...

June 13, 2019/by Kate Ross
Everything You Need to Know About Preparing for State Registration

Everything You Need to Know About Preparing for State Registration

14 MIN READ

Wouldn’t it be great if...

April 29, 2019/by Ashley Hunter
Process Development and Documentation for Your Firm

Process Development and Documentation for Your Firm

8 MIN READ

Whether you’re just...

April 18, 2019/by Kate Ross
Planning for Your First 12 Months as an RIA Owner: Part Two

Planning for Your First 12 Months as an RIA Owner: Part Two

10 MIN READ

This is Part Two of a...

February 28, 2019/by Kate Ross
Planning for Your First 12 Months as an RIA Owner: Part One

Planning for Your First 12 Months as an RIA Owner: Part One

9 MIN READ

While the Advisor Success...

February 25, 2019/by Kate Ross
Building Your Firm's Culture Through Core Values

Building Your Firm's Culture Through Core Values

10 MIN READ

When you initially...

October 29, 2018/by Kate Ross
How to Hire a Marketing Writer

How to Hire a Marketing Writer

11.5 MIN READ

Most advisors know...

September 24, 2018/by Kate Ross
Analyzing Personality Types in Your Firm

Analyzing Personality Types in Your Firm

10.5 MIN READ

Personality testing...

August 13, 2018/by Kate Ross
How to Use Educational Principles to Develop Staff

How to Use Educational Principles to Develop Staff

7 MIN READ

If you’re looking to grow...

June 04, 2018/by Kate Ross
How The Financial Advising Industry Can Help Bridge The Racial Wealth Gap

How The Financial Advising Industry Can Help Bridge The Racial Wealth Gap

 

*Estimated Read Time: 6 minutes

As...

March 01, 2018/by Guest Contributor
Creating a Culture of Accountability in Your Financial Planning Firm

Creating a Culture of Accountability in Your Financial Planning Firm

*Estimated Read Time: 6 Minutes

As a...

February 12, 2018/by Kate Ross
Developing a 90-Day Plan for New Hires

Developing a 90-Day Plan for New Hires

Starting a new job can be...

January 29, 2018/by Maddy Roche

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