Find An Advisor
For Advisors
About XYPN
XYPN LIVE
Intro Video
Member Benefits
Outsourcing Solutions
Partners
FAQ
Pricing
Membership Standards
Apply for Membership
Events
XYPN Radio
Free Downloads
Blog
Contact Us
Meet Our Team
Careers
Login
XYPN LIVE
Blog
Personal Finance Articles
Articles for Advisors
Media
Personal Finance News
Industry News
Submit a Media Request
Contact Us
Advisor Blog
/ Firm Ownership
Recent Posts
Financial Advisors
Top Myths About Starting an RIA That Need Debunking
Advisor Posts
Our Top Blogs of 2022 for Independent Financial Advisors
Advisor Posts
Top 5 RIA Processes to Review in Preparation for the New Year
More Posts
Advisor Posts
Empower Yourself and Build Client Confidence With Continuing Education
Advisor Posts
Meet Our #XYPNLIVE 2022 Exhibitors!
Advisor Posts
Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm
XYPN Membership
Take Full Advantage of XYPN Membership With Your Member Experience Specialist
Advisor Posts
Outside Investment Manager Due Diligence & Disclosure (Templates)
Carl Richards
5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm
Fee-only advisor
The One Behavioral Finance Truth All Firm Owners Should Know
Advice
The 7 Tech Tools You Need to Launch a Fee-only Firm
Advice
A Winning Website: How to Convert your Firm's Website Visitors to Leads
Advisor Posts
Meet Our #XYPNLIVE 2021 Exhibitors!
Advice
4 Tips for Getting Clients Engaged in the Financial Planning Process
Load More Posts