Advisor Blog

Featured Blogs

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

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

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

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

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

    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

    How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

  • Member Benefits You Can't Put a Price On

    Member Benefits You Can't Put a Price On
The Importance of Vulnerability as an Independent Financial Advisor

The Importance of Vulnerability as an Independent Financial Advisor

4 MIN READ

One of XY Planning...

October 15, 2020/by Sara Williams
How to Create Online Training: 11 Steps for Financial Advisors

How to Create Online Training: 11 Steps for Financial Advisors

9.5 MIN READ

The relevance of...

September 07, 2020/by Kate Ross
Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More

Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More

9.5 MIN READ

As a business owner,...

August 27, 2020/by Emily Purdon
Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice

Maintaining a Growth Mentality During a Financial Crisis: Changes You Can Make Now in Your Practice

6 MIN READ

If you’re familiar with...

May 28, 2020/by Kate Ross
Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

13 MIN READ

To say times are strange...

April 16, 2020/by Team XYPN
Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles

5 MIN READ

As an independent...

March 16, 2020/by Team XYPN
10 Steps for Choosing the Best Business Path for Scaling Your Firm

10 Steps for Choosing the Best Business Path for Scaling Your Firm

8.5 MIN READ

Once you’ve reached max...

March 02, 2020/by Kate Ross
XYPN Roundup: The 4-1-1 on Fees for Firm Owners

XYPN Roundup: The 4-1-1 on Fees for Firm Owners

12 MIN READ

For independent...

February 27, 2020/by Team XYPN
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt...

February 17, 2020/by Emily Purdon
The Best of #XYPNRadio: Advice for Independent Financial Advisors

The Best of #XYPNRadio: Advice for Independent Financial Advisors

10 MIN READ

We recently shared our...

January 09, 2020/by Team XYPN
The Best of What Would Arlene Say: Advice for Independent Financial Advisors

The Best of What Would Arlene Say: Advice for Independent Financial Advisors

8 MIN READ

Since coming on board as...

January 06, 2020/by Team XYPN
Refining Your Client Service Model

Refining Your Client Service Model

9.5 MIN READ

This year’s 2019 XYPN...

December 23, 2019/by Emily Purdon
Creating a Culture That Promotes Work/Life Balance in Your Firm

Creating a Culture That Promotes Work/Life Balance in Your Firm

8 MIN READ

If work/life balance is...

December 19, 2019/by Kate Ross
XYPN Roundup: Our Most Popular #XYPNRadio Episodes for Independent Financial Advisors

XYPN Roundup: Our Most Popular #XYPNRadio Episodes for Independent Financial Advisors

5 MIN READ

Over the past four years,...

December 02, 2019/by Team XYPN
XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms

XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms

12 MIN READ

If you've launched an...

November 28, 2019/by Team XYPN
RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

8 MIN READ

Why: Facing Capacity...

November 04, 2019/by Emily Purdon
XYPN Roundup: Your First Year as a Firm Owner

XYPN Roundup: Your First Year as a Firm Owner

8 MIN READ

If you're embarking on...

October 28, 2019/by Team XYPN
What Core Tech Does My RIA Need In the First Year?

What Core Tech Does My RIA Need In the First Year?

8 MIN READ

As you’re getting your...

October 24, 2019/by Kate Ross
What You Need to Know About Launching Your Own Financial Planning Firm

What You Need to Know About Launching Your Own Financial Planning Firm

8 MIN READ

Your firm was recently...

August 15, 2019/by Kate Ross
17 Compliance Tips Every Independent Financial Advisor Should Know

17 Compliance Tips Every Independent Financial Advisor Should Know

8.5 MIN READ

Here at XY Planning...

June 27, 2019/by Ashley Hunter
The Five Traits of an Effective Entrepreneur

The Five Traits of an Effective Entrepreneur

9 MIN READ

If you’re contemplating...

June 13, 2019/by Kate Ross

Browse our Advisor Resources

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

Popular Posts:

A Guide to the New 2020 Form 8915-E
What Makes a Rational Consumer (and Why Financial Advisors Should Care)
Ten Advisor Websites That Stand Out From the Crowd
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

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