Advisor Blog

Featured Blogs

  • #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
  • Member Benefits You Can't Put a Price On
Everything Financial Advisors Need to Know About Email Marketing

Everything Financial Advisors Need to Know About Email Marketing

9.5 MIN READ 

Twitter, Facebook,...

February 22, 2021/by Lindsey White
A Guide to Creating Wellness for Yourself and Your Business in 2021

A Guide to Creating Wellness for Yourself and Your Business in 2021

12 MIN READ

A year ago, we...

February 18, 2021/by Arlene Moss
How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

13 MIN READ 

COVID-19 relief...

February 15, 2021/by Katrina Ivancic
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
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
Community Property: What Financial Advisors Should Know

Community Property: What Financial Advisors Should Know

15 MIN READ 

As a financial advisor,...

December 17, 2020/by Katrina Ivancic
A Guide to the New 2020 Form 8915-E

A Guide to the New 2020 Form 8915-E

10 MIN READ 

2020 has been a year of...

December 03, 2020/by Team XYTS
Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh

8 MIN READ 

For many taxpayers,...

November 30, 2020/by Michael Law
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
Advice for Independent Financial Advisors, From Advisors

Advice for Independent Financial Advisors, From Advisors

5 MIN READ 

When you launch your own...

November 16, 2020/by Isabel Leong
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
Ten Advisor Websites That Stand Out From the Crowd

Ten Advisor Websites That Stand Out From the Crowd

8 MIN READ

As an independent...

October 26, 2020/by Arlene Moss
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
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
Meet Our #XYPNLIVE(ish) Exhibitors!

Meet Our #XYPNLIVE(ish) Exhibitors!

10 MIN READ 

Every year at our...

September 24, 2020/by Kassy Betterley
How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

4.5 MIN READ 

Earlier this year, we,...

September 17, 2020/by Kassy Betterley
Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

8 MIN READ 

As a financial planner,...

September 14, 2020/by Michael Law
How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients

8 MIN READ 

Income tax law changes...

August 31, 2020/by Michael Law
How to Build A Successful Remote Team

How to Build A Successful Remote Team

8 MIN READ 

Working from home…for...

August 24, 2020/by Ashley Hunter

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Popular Posts:

A Guide to the New 2020 Form 8915-E
Planning for Your First 12 Months as an RIA Owner: Part One
What Core Tech Does My RIA Need In the First Year?
Ten Advisor Websites That Stand Out From the Crowd
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors