Advisor Blog

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  • Top 10 Misconceptions about XYPN
  • Creating a Business Plan
  • Finding Success in Year One of Your RIA
  • Choosing the Right Fee Structure
  • How to Create a Successful Blog as an Independent Financial Advisor
Using Zoom in Your Financial Planning Firm: Tips For Getting Started

Using Zoom in Your Financial Planning Firm: Tips For Getting Started

8 MIN READ 

To put it mildly, we’re...

April 06, 2020/by Taylor Deardorff
Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times

6 MIN READ 

The past few weeks have...

March 30, 2020/by Malcolm Thomas
Thinking About Scaling Your Firm? These Podcasts Will Help

Thinking About Scaling Your Firm? These Podcasts Will Help

8 MIN READ 

XY Planning Network’s...

January 27, 2020/by Taylor Deardorff
Firm Ownership: An In-Depth Look at the Journey from Start to Finish

Firm Ownership: An In-Depth Look at the Journey from Start to Finish

8 MIN READ 

So you've decided it's...

January 16, 2020/by Malcolm Thomas
Free (Or Almost Free) Tools to Freshen Your Firm's Website

Free (Or Almost Free) Tools to Freshen Your Firm's Website

5 MIN READ 

The new year is right...

December 26, 2019/by Katie DeMars
Developing an Annual Review Process for Your Firm

Developing an Annual Review Process for Your Firm

7.5 MIN READ 

It’s that time of year...

November 25, 2019/by Ashley Hunter
A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

6 MIN READ 

For the past three...

November 18, 2019/by Malcolm Thomas
Stories of Success: The First Year of Firm Ownership

Stories of Success: The First Year of Firm Ownership

6 MIN READ 

It’s no secret that your...

November 14, 2019/by Taylor Deardorff
A Guide to Google Analytics: What's Normal Anyway?

A Guide to Google Analytics: What's Normal Anyway?

5 MIN READ 

If I had a nickel for...

October 21, 2019/by Carolyn Dalle-Molle
Member Benefits You Can't Put a Price On

Member Benefits You Can't Put a Price On

6 MIN READ 

XYPN Membership is,...

September 30, 2019/by Taylor Deardorff
Meet Holistiplan, Winner of Our 2019 FinTech Competition

Meet Holistiplan, Winner of Our 2019 FinTech Competition

3 MIN READ 

As the old saying...

September 26, 2019/by Katie DeMars
Avoiding Common Regulatory Filing Deficiencies for Your RIA

Avoiding Common Regulatory Filing Deficiencies for Your RIA

6 MIN READ 

In Alice In Wonderland,...

September 23, 2019/by Ashley Hunter
5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

6 MIN READ 

XYPN completed and...

September 19, 2019/by Malcolm Thomas
Preventing the Post-Conference Blues

Preventing the Post-Conference Blues

6 MIN READ 

For those of you who...

September 16, 2019/by Maddy Roche
Why Are My Firm’s Marketing Emails Being Flagged as Spam?

Why Are My Firm’s Marketing Emails Being Flagged as Spam?

6 MIN READ 

In every inbox sits a...

September 09, 2019/by Whitney Mitchell
Email 101 for Firm Owners: How to Write an Email People Will Actually Read

Email 101 for Firm Owners: How to Write an Email People Will Actually Read

6.5 MIN READ 

With over half of the...

June 20, 2019/by Whitney Mitchell
How to Think Strategically About Your Business — Inspiration from XYPN PAUSE

How to Think Strategically About Your Business — Inspiration from XYPN PAUSE

7 MIN READ 

We recently wrapped up...

May 16, 2019/by Malcolm Thomas
How to Activate and Accelerate Your Financial Planning Firm's Growth

How to Activate and Accelerate Your Financial Planning Firm's Growth

8 MIN READ 

At XYPN, we have been...

March 28, 2019/by Malcolm Thomas
6 Hacks to Refresh Your Firm's Email Marketing Strategy

6 Hacks to Refresh Your Firm's Email Marketing Strategy

11 MIN READ 

Email marketing can be...

January 28, 2019/by Whitney Mitchell
A Year in the Life of an Independent Financial Advisor

A Year in the Life of an Independent Financial Advisor

10 MIN READ 

“We don’t learn from...

December 24, 2018/by Kelly Moorman
Debunking the Entrepreneur Myth with Michael Gerber

Debunking the Entrepreneur Myth with Michael Gerber

7 MIN READ 

Would you be shocked to...

July 26, 2018/by Kelly Moorman

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Popular Posts:

Considerations for Discretionary vs. Non-Discretionary Investment Management
Planning for Your First 12 Months as an RIA Owner: Part One
Choosing a Financial Planning Fee Structure – What Are the Options?
Creating a Business Plan for Your Financial Planning Practice
Investment Management Options for Registered Investment Advisors