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
Our Top Blogs of 2022 for Independent Financial Advisors

Our Top Blogs of 2022 for Independent Financial Advisors

5 MIN READ 

Over the past year, we've...

December 19, 2022/by Team XYPN
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
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
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
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 Network’s...

October 15, 2020/by Sara Williams
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, it’s...

August 27, 2020/by Emily Purdon
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt XYPN's...

February 17, 2020/by Emily Purdon

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    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

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