Advisor Blog

Featured Blogs

  • The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

    The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

  • The 7 Tech Tools You Need to Launch a Fee-only Firm

    The 7 Tech Tools You Need to Launch a Fee-only Firm

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

  • When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes
Top 5 RIA Processes to Review in Preparation for the New Year

Top 5 RIA Processes to Review in Preparation for the New Year

4 MIN READ 

The end of the year marks a...

December 05, 2022/by Kathleen Boyd
The Top 10 Misconceptions About XYPN

The Top 10 Misconceptions About XYPN

8.5 MIN READ 

The XYPN movement is...

November 30, 2022/by Maddy Roche
Leaving Your Firm?  The Broker Protocol is One Detail You Can't Miss

Leaving Your Firm?  The Broker Protocol is One Detail You Can't Miss

7 MIN READ 

We see many advisors with...

November 28, 2022/by Travis Johnson
Keep Your Clients Happy During Market Crisis: 3 Steps to Authentic Check-Ins

Keep Your Clients Happy During Market Crisis: 3 Steps to Authentic Check-Ins

7 MIN READ 

Global capital markets,...

October 17, 2022/by Jeff Snodgrass
The 5-Step Blueprint to Effective Content Marketing

The 5-Step Blueprint to Effective Content Marketing

7.5 MIN READ

When it comes to being a...

October 10, 2022/by Alex Cavalieri
Advice for Advisors: Lessons Learned From Turbulent Markets

Advice for Advisors: Lessons Learned From Turbulent Markets

6 MIN READ 

The first job I had after...

October 03, 2022/by Jeff Snodgrass
5 Pre-Launch Activities that Create Client Demand

5 Pre-Launch Activities that Create Client Demand

9 MIN READ

You've made the decision to...

September 19, 2022/by Nancy Bleeke
Introducing the 2022 AdvisorTech Expo Finalists!

Introducing the 2022 AdvisorTech Expo Finalists!

 
6.5 MIN READ

Discover the...

September 12, 2022/by Colby Goodrich
Reaching for Yield: A Careful Analysis

Reaching for Yield: A Careful Analysis

7 MIN READ

There is much debate over...

September 05, 2022/by Mario Nardone
Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

4 MIN READ 

As the business of...

July 25, 2022/by Kathleen Boyd
Do You Offer Direct Indexing Yet? What You Should Know as an Advisor

Do You Offer Direct Indexing Yet? What You Should Know as an Advisor

6 MIN READ 

Investopedia.com defines...

July 11, 2022/by Jeff Snodgrass
ESG Investing: An Investment Expert's High-level Review

ESG Investing: An Investment Expert's High-level Review

10 MIN READ 

The idea of investing...

May 02, 2022/by Mario Nardone
Navigating State De Minimis Exemptions from RIA Registration (or Notice Filing)

Navigating State De Minimis Exemptions from RIA Registration (or Notice Filing)

10 MIN READ 

As a registered investment...

April 25, 2022/by Travis Johnson
Why Now is the Time for Advisors to Educate Themselves on Digital Assets

Why Now is the Time for Advisors to Educate Themselves on Digital Assets

6 MIN READ 

Bitcoin, Ether, NFTs—unless...

April 11, 2022/by Kathleen Boyd
What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?

What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?

6 MIN READ 

If you are reading this, it...

March 21, 2022/by Mario Nardone
A Winning Website: How to Convert your Firm's Website Visitors to Leads

A Winning Website: How to Convert your Firm's Website Visitors to Leads

6 MIN READ 

As this baseball season is...

November 22, 2021/by Katie DeMars
What You Need to Know When Selling Your House from a Tax Perspective

What You Need to Know When Selling Your House from a Tax Perspective

8 MIN READ 

November 15, 2021/by Blake Mattfeldt
Introducing the AdvisorTech Expo Finalists!

Introducing the AdvisorTech Expo Finalists!

 
5.5 MIN READ

 

The nine...

November 04, 2021/by Emily Campbell
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
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 into...

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

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Search the Blog

    Popular Posts:

    What Makes a Rational Consumer (and Why Financial Advisors Should Care)
    Hiring: The Phone Screen, 10 Minutes to Make It or Break It
    Navigating State De Minimis Exemptions from RIA Registration (or Notice Filing)
    The How and Why of Side Hustles for Financial Advisors
    Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

    Let's Connect

    Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

    Schedule a Call