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

Your Guide to Form 8606 as an Advisor

Your Guide to Form 8606 as an Advisor

6.5 MIN READ 

Occasionally illusive...

October 18, 2021/by Rachel Black
Send Better Emails Using These Free (or Almost Free) Tools

Send Better Emails Using These Free (or Almost Free) Tools

5 MIN READ 

It’s no secret—we’re all...

October 04, 2021/by Lindsey White
Choosing a Small Business Retirement Plan from a Tax Perspective

Choosing a Small Business Retirement Plan from a Tax Perspective

6.5 MIN READ 

At the risk of...

September 27, 2021/by Dan Ritter Jr
What a Qualified Charitable Distribution (QCD) Means for Your Taxes
How Can XYPN Membership Benefit Established Advisors?

How Can XYPN Membership Benefit Established Advisors?

11 MIN READ 

As a Lead Business...

September 13, 2021/by Aimee Arnaud
Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor

5 MIN READ 

Tax preparation and tax...

September 06, 2021/by Chelsey Patera
Your Guide to Social Media Compliance and the New SEC Marketing Rules

Your Guide to Social Media Compliance and the New SEC Marketing Rules

6 MIN READ 

Although not new news,...

August 30, 2021/by Terria Heng
The #1 Way To Prevent Mistakes in Your Emails as an Advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor

6 MIN READ 

August 16, 2021/by Lindsey White
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
Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor

9 MIN READ 

“Should I do a Roth...

July 19, 2021/by Sam Nguyen
Everything Advisors Need to Know About IRA Distributions and Taxes

Everything Advisors Need to Know About IRA Distributions and Taxes

7 MIN READ 

July 12, 2021/by Blake Mattfeldt
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
Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

6 MIN READ 

How many times a day do...

June 21, 2021/by Lindsey White
Quoted: Member Media Roundup

Quoted: Member Media Roundup

XY Planning Network members...

June 07, 2021/by Team XYPN
Everything You Need to Know About Outside Business Activities (OBAs)

Everything You Need to Know About Outside Business Activities (OBAs)

4 MIN READ 

May 24, 2021/by Terria Heng
The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

11 MIN READ 

At the risk of...

May 10, 2021/by Team XYTS
The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

The Five C’s of Credit: Leverage Loans To Grow Your Firm as an Advisor

12 MIN READ 

Much like that pair of...

May 03, 2021/by Aimee Arnaud
Five Email Metrics You Need to Be Tracking as a Financial Advisor

Five Email Metrics You Need to Be Tracking as a Financial Advisor

5.5 MIN READ 

You’re creating...

April 26, 2021/by Lindsey White
Reflecting on Women's History Month: Team Member Q&A

Reflecting on Women's History Month: Team Member Q&A

15 MIN READ 

In preparation for...

April 01, 2021/by Team XYPN
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

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