Advisor Blog

Featured Blogs

  • #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service
  • Working From Home: How Advisors Can Transition to a Virtual Practice
  • 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
  • Member Benefits You Can't Put a Price On
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
Buying or Selling a Financial Planning Firm? Here's What You Need to Know

Buying or Selling a Financial Planning Firm? Here's What You Need to Know

5.5 MIN READ 

The topic of...

June 25, 2020/by Malcolm Thomas
What Self-Employed Financial Advisors Should Know About Retirement

What Self-Employed Financial Advisors Should Know About Retirement

7 MIN READ 

I’ve written before...

June 22, 2020/by Jason Brown
XYPN Roundup: How to Market Your Financial Planning Firm

XYPN Roundup: How to Market Your Financial Planning Firm

10 MIN READ 

If you ask any...

June 08, 2020/by Team XYPN
Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

13 MIN READ 

How are you doing? No,...

May 25, 2020/by Ashley Hunter
What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?

11 MIN READ 

When independent...

May 21, 2020/by Michael Law
Why Advisors Need to Stop Saying,

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

5 MIN READ 

Anyone with a modicum of...

May 14, 2020/by Kassy Betterley

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Popular Posts:

A Guide to the New 2020 Form 8915-E
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How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors