Advisor Blog

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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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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...

August 02, 2021/by Kathleen Boyd
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one...

July 26, 2021/by Sara Williams
Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor

9 MIN READ 

“Should I do a Roth...

July 19, 2021/by Sam Nguyen
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
Master Your To-Dos with a (Free) Project Management Tool

Master Your To-Dos with a (Free) Project Management Tool

7 MIN READ 

I’m a list maker. Call...

July 08, 2021/by Katie DeMars
Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

6 MIN READ 

How many times a day do...

June 21, 2021/by Lindsey White
Summer Reading Suggestions from the XY Planning Network Team

Summer Reading Suggestions from the XY Planning Network Team

5.5 MIN READ

It’s almost...

June 14, 2021/by Arlene Moss
The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

11 MIN READ 

At the risk of...

May 10, 2021/by Team XYTS
The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

12 MIN READ 

Much like that pair of...

May 03, 2021/by Aimee Arnaud
Five Email Metrics You Need to Be Tracking as a Financial Advisor

Five Email Metrics You Need to Be Tracking as a Financial Advisor

5.5 MIN READ 

You’re creating...

April 26, 2021/by Lindsey White
How You Can Use a Virtual Assistant as an Independent Financial Advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

7.5 MIN READ

You can make more...

April 12, 2021/by Arlene Moss
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

7 MIN READ 

A handful of...

March 22, 2021/by Katie DeMars
XYPN Roundup: Everything You Need to Know From Our Tax Experts

XYPN Roundup: Everything You Need to Know From Our Tax Experts

5 MIN READ 

How's your relationship...

March 15, 2021/by Team XYPN
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

5 MIN READ 

The hardship of the past...

March 11, 2021/by Pam Hocevar
Five Tips for Writing Effective Job Descriptions for Your Firm

Five Tips for Writing Effective Job Descriptions for Your Firm

7.5 MIN READ 

Congrats! Your firm is...

March 08, 2021/by Ryan Watin
Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor

7.5 MIN READ 

Let's talk about...

March 04, 2021/by Michael Law
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

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