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
How to Choose a TAMP for Your Financial Planning Practice

How to Choose a TAMP for Your Financial Planning Practice

8 MIN READ 

If you’ve started your...

March 23, 2020/by Team XYIS
How to Get the Most Out of Your Investor Policy Statement (IPS)

How to Get the Most Out of Your Investor Policy Statement (IPS)

8 MIN READ 

You’ve finished reading...

February 24, 2020/by Lisa Asher
Our Top Blogs of 2019 for Independent Financial Advisors

Our Top Blogs of 2019 for Independent Financial Advisors

7 MIN READ

Over the past year at XY...

December 30, 2019/by Kelly Moorman
A Conversation Starter on Negative Rates and Yields

A Conversation Starter on Negative Rates and Yields

3.5 MIN READ 

While negative policy...

October 10, 2019/by Mario Nardone
Marijuana Investing: An Investment Blazing a Trail for Future Growth or One That Will Go Up In Smoke?

Marijuana Investing: An Investment Blazing a Trail for Future Growth or One That Will Go Up In Smoke?

3.5 MIN READ 

Up to this point,...

July 04, 2019/by Mario Nardone
A Total Return Approach to Investing

A Total Return Approach to Investing

10 MIN READ 

Most investors in the...

May 27, 2019/by Mario Nardone
Your Fiduciary Moment of Truth: Are You a Fake Fiduciary?

Your Fiduciary Moment of Truth: Are You a Fake Fiduciary?

9.5 MIN READ 

You’re a fiduciary,...

April 08, 2019/by Brandon Moss
What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact

What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact

 

6 MIN READ 

Sometimes advisors...

March 11, 2019/by Brandon Moss
One Fee, Two Services: Combining Investment Management and Financial Planning Fees

One Fee, Two Services: Combining Investment Management and Financial Planning Fees

5.5 MIN READ 

A growing number of...

March 07, 2019/by Scott Gill
Our Top Blogs of 2018 for Independent Financial Advisors

Our Top Blogs of 2018 for Independent Financial Advisors

8 MIN READ

Over the past year at XY...

December 31, 2018/by Kelly Moorman
How to Create Personalized Investment Strategies Using Model Sleeves

How to Create Personalized Investment Strategies Using Model Sleeves

 

10 MIN READ 

Managing investments...

December 06, 2018/by Brandon Moss
The Value of YOU: How to Calculate the Value of Your Time as an Advisor

The Value of YOU: How to Calculate the Value of Your Time as an Advisor

 

10.5 MIN READ 

When someone finds...

October 08, 2018/by Brandon Moss
Investment Management in a Consumer-Centric World

Investment Management in a Consumer-Centric World

 

9.5 MIN READ 

Think about how you...

August 06, 2018/by Brandon Moss
The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

9 MIN READ 

“Sequence of return...

June 11, 2018/by Brandon Moss
Inverted Value: Focusing on Financial Life Management

Inverted Value: Focusing on Financial Life Management

*Estimated reading time: 6 1/2...

March 12, 2018/by Brandon Moss
Questions to Ask Before Integrating Investment Management into Your Planning Firm

Questions to Ask Before Integrating Investment Management into Your Planning Firm

*Estimated Reading Time: 7 Minutes

...

February 19, 2018/by Brandon Moss
Our Top Blogs of the Year for Independent Financial Advisors

Our Top Blogs of the Year for Independent Financial Advisors

Over the past year at XY Planning...

January 01, 2018/by Jennifer Mastrud

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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