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
Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles

5 MIN READ

As an independent...

March 16, 2020/by Team XYPN
Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm

7 MIN READ 

Do you long to get out...

March 12, 2020/by Isabel Leong
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

12 MIN READ

After working...

March 09, 2020/by BB Webb
10 Steps for Choosing the Best Business Path for Scaling Your Firm

10 Steps for Choosing the Best Business Path for Scaling Your Firm

8.5 MIN READ

Once you’ve reached max...

March 02, 2020/by Kate Ross
Having Difficult Conversations: A Skill Every Financial Advisor Needs

Having Difficult Conversations: A Skill Every Financial Advisor Needs

7.5 MIN READ 

Hey, we need to talk….

February 20, 2020/by Ashley Hunter
Want More Clients? Follow This Sales Philosophy

Want More Clients? Follow This Sales Philosophy

11 MIN READ

I grew up with the...

February 06, 2020/by BB Webb
How to Reverse Engineer Your Business Goals: What Would Arlene Say?

How to Reverse Engineer Your Business Goals: What Would Arlene Say?

10 MIN READ

As a coach for...

February 03, 2020/by Arlene Moss
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
Mastering Mastermind Groups

Mastering Mastermind Groups

8 MIN READ 

Two of the most common...

January 23, 2020/by Kassy Betterley
What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

2 MIN READ 

The financial industry’s...

January 20, 2020/by Guest Contributor
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
Creating a Culture That Promotes Work/Life Balance in Your Firm

Creating a Culture That Promotes Work/Life Balance in Your Firm

8 MIN READ

If work/life balance is...

December 19, 2019/by Kate Ross
How to Choose a Support Network as an Independent Financial Advisor: What Would Arlene Say?

How to Choose a Support Network as an Independent Financial Advisor: What Would Arlene Say?

9 MIN READ

One of the many...

December 16, 2019/by Arlene Moss
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
Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

10 MIN READ 

If you’re at least a...

November 21, 2019/by Maddy Roche
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
Conquering The Emotions You Feel at Different Stages In Your Business: What Would Arlene Say?
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
Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

10 MIN READ

Lately, in...

October 14, 2019/by Arlene Moss
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

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