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

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...

August 02, 2021/by Kathleen Boyd
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one...

July 26, 2021/by Sara Williams
Master Your To-Dos with a (Free) Project Management Tool

Master Your To-Dos with a (Free) Project Management Tool

7 MIN READ 

I’m a list maker. Call...

July 08, 2021/by Katie DeMars
Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

12 MIN READ 

In 1984 when Madonna...

March 29, 2021/by Tess Hollister
Your Go-To Guide for Acronyms and Other Industry-Specific Terms

Your Go-To Guide for Acronyms and Other Industry-Specific Terms

4 MIN READ 

The prevalence of...

March 25, 2021/by Shelby Brown
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

7 MIN READ 

A handful of...

March 22, 2021/by Katie DeMars
How Financial Advisors Can Keep Compliant Amid COVID: 5 Tips

How Financial Advisors Can Keep Compliant Amid COVID: 5 Tips

4 MIN READ 

With COVID-19 cases on...

December 10, 2020/by Terria Heng
What Financial Advisors Need to Know About Custody

What Financial Advisors Need to Know About Custody

4 MIN READ 

In the financial...

November 19, 2020/by Shelby Brown
Advice for Independent Financial Advisors, From Advisors

Advice for Independent Financial Advisors, From Advisors

5 MIN READ 

When you launch your own...

November 16, 2020/by Isabel Leong
The Anatomy of a High-Converting Website

The Anatomy of a High-Converting Website

4 MIN READ 

Converting your website...

November 05, 2020/by Katie DeMars
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
Spend Less and Get More with XYPN's Tech Stack

Spend Less and Get More with XYPN's Tech Stack

6.5 MIN READ 

If you’re familiar...

October 05, 2020/by Taylor Deardorff
Meet Our #XYPNLIVE(ish) Exhibitors!

Meet Our #XYPNLIVE(ish) Exhibitors!

10 MIN READ 

Every year at our...

September 24, 2020/by Kassy Betterley
How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

How to Survive the Digital Workplace (and Avoid Zoom Fatigue)

4.5 MIN READ 

Earlier this year, we,...

September 17, 2020/by Kassy Betterley
Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

8 MIN READ 

As a financial planner,...

September 14, 2020/by Michael Law
How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients

8 MIN READ 

Income tax law changes...

August 31, 2020/by Michael Law
How to Build A Successful Remote Team

How to Build A Successful Remote Team

8 MIN READ 

Working from home…for...

August 24, 2020/by Ashley Hunter
#XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

#XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

5 MIN READ 

A few short months ago,...

August 10, 2020/by Sara Williams
Guiding Your Clients Through Retirement Planning: IRA Basics

Guiding Your Clients Through Retirement Planning: IRA Basics

4 MIN READ 

In a previous post, I...

August 03, 2020/by Jason Brown
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

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