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
How to Form a Partnership as a Financial Advisor

How to Form a Partnership as a Financial Advisor

9.5 MIN READ 

Many independent firm...

July 16, 2020/by Isabel Leong
Are You Making These Common Archiving Mistakes in Your Financial Planning Firm?

Are You Making These Common Archiving Mistakes in Your Financial Planning Firm?

6 MIN READ 

July 13, 2020/by Taylor Deardorff
Getting the Most Out of Virtual Conferences: Tips for Financial Advisors

Getting the Most Out of Virtual Conferences: Tips for Financial Advisors

4 MIN READ

Even with so much...

July 09, 2020/by Arlene Moss
Want to Convert More Prospects to Clients? Follow These 10 Tips

Want to Convert More Prospects to Clients? Follow These 10 Tips

6 MIN READ 

Most independent...

June 29, 2020/by Team XYPN
Buying or Selling a Financial Planning Firm? Here's What You Need to Know

Buying or Selling a Financial Planning Firm? Here's What You Need to Know

5.5 MIN READ 

The topic of...

June 25, 2020/by Malcolm Thomas
What Self-Employed Financial Advisors Should Know About Retirement

What Self-Employed Financial Advisors Should Know About Retirement

7 MIN READ 

I’ve written before...

June 22, 2020/by Jason Brown
XYPN Roundup: How to Create a Website for Your Financial Planning Firm

XYPN Roundup: How to Create a Website for Your Financial Planning Firm

6 MIN READ 

According to the Small...

June 15, 2020/by Team XYPN
XYPN Roundup: How to Market Your Financial Planning Firm

XYPN Roundup: How to Market Your Financial Planning Firm

10 MIN READ 

If you ask any...

June 08, 2020/by Team XYPN
How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times

6 MIN READ 

To say that the world...

June 01, 2020/by Lindsey White
Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

13 MIN READ 

How are you doing? No,...

May 25, 2020/by Ashley Hunter
What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?

11 MIN READ 

When independent...

May 21, 2020/by Michael Law
What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

7 MIN READ 

As a financial advisor,...

May 18, 2020/by Lillie Delaney
Why Advisors Need to Stop Saying,

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

5 MIN READ 

Anyone with a modicum of...

May 14, 2020/by Kassy Betterley
Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

6 MIN READ 

It’s no secret that...

May 07, 2020/by Sara Williams
XYPN Roundup: Technology Solutions for Independent Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors

5 MIN READ 

If you’re a financial...

May 04, 2020/by Team XYPN
#XYPNRadio Roundup: From Broker-Dealer to Fee-for-Service

#XYPNRadio Roundup: From Broker-Dealer to Fee-for-Service

5 MIN READ 

Are you considering...

April 30, 2020/by Team XYPN
Why, When, and How to Transition to Fee-For-Service Financial Planning: What Would Arlene Say?

Why, When, and How to Transition to Fee-For-Service Financial Planning: What Would Arlene Say?

9 MIN READ

Financial advisors...

April 27, 2020/by Arlene Moss
Working From Home: How Advisors Can Transition to a Virtual Practice

Working From Home: How Advisors Can Transition to a Virtual Practice

7.5 MIN READ 

Over the course of...

April 23, 2020/by Maddy Roche
Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

4.5 MIN READ 

Finances have, and...

April 20, 2020/by Guest Contributor
Do's & Don'ts for Building Your Firm's Website

Do's & Don'ts for Building Your Firm's Website

9 MIN READ 

Building your website is...

April 13, 2020/by Katie DeMars
Launching Your Own RIA: Advice from Advisors Who Took the Leap

Launching Your Own RIA: Advice from Advisors Who Took the Leap

12 MIN READ 

"What's it really like...

April 09, 2020/by Guest Contributor

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