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  • 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
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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Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

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