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

How to Provide Philanthropic Planning in Seven Easy Steps

How to Provide Philanthropic Planning in Seven Easy Steps

When is the last time you talked...

May 26, 2016/by Guest Contributor
An Advisor’s Best Friend: The Ability to Say “No”

An Advisor’s Best Friend: The Ability to Say “No”

May 12, 2016/by Guest Contributor
Get to Know XYPN Advisors: Jason Howell of Jason Howell Company

Get to Know XYPN Advisors: Jason Howell of Jason Howell Company

XY Planning Network is thrilled to...

March 31, 2016/by Guest Contributor
How Young Advisors Can Serve Their Peers within Existing Firms

How Young Advisors Can Serve Their Peers within Existing Firms

Please welcome Matt Cosgriff to the...

March 24, 2016/by Guest Contributor
Feeling Stuck in Your Business? Here's How to Power Through

Feeling Stuck in Your Business? Here's How to Power Through

So, you're thinking about starting...

February 18, 2016/by Guest Contributor
Going Beyond Planning: Earning More with Speaking and Writing

Going Beyond Planning: Earning More with Speaking and Writing

February 04, 2016/by Alan Moore
XYPN Member Spotlight: How One Financial Planner Fulfills Her Mission to Spread Financial Literacy

XYPN Member Spotlight: How One Financial Planner Fulfills Her Mission to Spread Financial Literacy

Please welcome XY Planning Network...

January 28, 2016/by Guest Contributor
Creating a Business Plan for Your Financial Planning Practice

Creating a Business Plan for Your Financial Planning Practice

January 21, 2016/by Alan Moore
What XYPNers Are Thankful For

What XYPNers Are Thankful For

Happy Thanksgiving! At XY Planning...

November 26, 2015/by Alan Moore
Building Your Mastermind Group

Building Your Mastermind Group

November 12, 2015/by Alan Moore
Why You Must Define Your Mission

Why You Must Define Your Mission

 

November 05, 2015/by Alan Moore
3 Realizations from #XYPN15

3 Realizations from #XYPN15

Please welcome XY Planning Network...

September 25, 2015/by Alan Moore
Launching Your Own Financial Planning Firm: Nannette Kamien of Inspiration Planning

Launching Your Own Financial Planning Firm: Nannette Kamien of Inspiration Planning

August 12, 2015/by Alan Moore
Why Financial Planners Should Embrace Robo Advisors
What XYPNers Feel Thankful For This Year

What XYPNers Feel Thankful For This Year

Happy Thanksgiving week! At XY...

November 26, 2014/by Alan Moore
The 8 Essential Elements of a Killer Presentation that Converts

The 8 Essential Elements of a Killer Presentation that Converts

XYPN is excited to share this post...

October 15, 2014/by Alan Moore
8 Steps to Better Blogging

8 Steps to Better Blogging

If you're running a financial...

September 24, 2014/by Guest Contributor
How to Get Paid as a Financial Planner, for More Than Just Financial Planning

How to Get Paid as a Financial Planner, for More Than Just Financial Planning

The year was 2012. I was sitting at...

August 20, 2014/by Guest Contributor
3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice

3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice

Many times we don’t take our own...

August 06, 2014/by Guest Contributor
Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?

Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?

Many people go through life paying...

July 02, 2014/by Guest Contributor
Why Charging Separately for Financial Planning and Investment Management Makes Sense

Why Charging Separately for Financial Planning and Investment Management Makes Sense

If you charge a client a fee based...

June 25, 2014/by Guest Contributor

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