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
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
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
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
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
Developing an Annual Review Process for Your Firm

Developing an Annual Review Process for Your Firm

7.5 MIN READ 

It’s that time of year...

November 25, 2019/by Ashley Hunter
Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

10 MIN READ 

If you’re at least a...

November 21, 2019/by Maddy Roche
A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

6 MIN READ 

For the past three...

November 18, 2019/by Malcolm Thomas
Stories of Success: The First Year of Firm Ownership

Stories of Success: The First Year of Firm Ownership

6 MIN READ 

It’s no secret that your...

November 14, 2019/by Taylor Deardorff
Compliance for WRAP Programs

Compliance for WRAP Programs

3 MIN READ 

The subject of WRAP fee...

November 07, 2019/by Scott Gill
An Inflection Point in the Industry?

An Inflection Point in the Industry?

4 MIN READ 

If you’re somehow...

October 31, 2019/by Guest Contributor
A Guide to Google Analytics: What's Normal Anyway?

A Guide to Google Analytics: What's Normal Anyway?

5 MIN READ 

If I had a nickel for...

October 21, 2019/by Carolyn Dalle-Molle

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