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

The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022

The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022

4 MIN READ

In 2018, Simidele...

June 23, 2022/by Emily Campbell
Outside Investment Manager Due Diligence & Disclosure (Templates)

Outside Investment Manager Due Diligence & Disclosure (Templates)

5 MIN READ 

Outside investment...

June 13, 2022/by Shelby Brown
The One Behavioral Finance Truth All Firm Owners Should Know

The One Behavioral Finance Truth All Firm Owners Should Know

5 MIN READ 

“Every dream has a price.”

...

May 31, 2022/by Jordan Hutchison
Getting Real with Carl Richards at #XYPNLIVE 2022

Getting Real with Carl Richards at #XYPNLIVE 2022

5 MIN READ

You’ve probably heard of...

May 16, 2022/by Emily Campbell
When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

10 MIN READ

We live in a “yes,...

April 04, 2022/by Arlene Moss
State vs. SEC Registration: What’s the Regulatory Difference?

State vs. SEC Registration: What’s the Regulatory Difference?

6 MIN READ 

What’s the difference...

March 07, 2022/by Terria Heng
Employer-Sponsored Childcare: The Story Behind XY Learning Center

Employer-Sponsored Childcare: The Story Behind XY Learning Center

11 MIN READ

In 2018, a long-term...

February 10, 2022/by Alan Moore
How to Determine Your Pricing and Services as You Launch Your Firm

How to Determine Your Pricing and Services as You Launch Your Firm

9.5 MIN READ

Perhaps the most...

January 31, 2022/by Arlene Moss
The 7 Tech Tools You Need to Launch a Fee-only Firm

The 7 Tech Tools You Need to Launch a Fee-only Firm

8 MIN READ 

You’ve decided—you’re...

January 24, 2022/by Taylor Deardorff
7 Tips For Properly Disclosing Advisory Fees and Staying Compliant

7 Tips For Properly Disclosing Advisory Fees and Staying Compliant

6.5 MIN READ 

With year-end compliance...

December 13, 2021/by Terria Heng
W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals

W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals

9 MIN READ

Who’s up for some...

November 29, 2021/by Arlene Moss
How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive

How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive

10 MIN READ

In the early days of...

October 11, 2021/by Arlene Moss
Powered by Purpose: Why Doing Good is Good Business

Powered by Purpose: Why Doing Good is Good Business

4 MIN READ

“Without a sense of...

September 23, 2021/by Emily Campbell
Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen

Stop & Shift: The Mindset Reset that Changes Everything with Karen Allen

5 MIN READ

“Neurons that fire...

September 02, 2021/by Emily Campbell
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, per...

August 30, 2021/by Terria Heng
Create Connection and Close the Sale with These 3 Sales Process Truths

Create Connection and Close the Sale with These 3 Sales Process Truths

15 MIN READ

In the crowded...

August 09, 2021/by BB Webb
At The Capacity Crossroads: 3 Visions For Scaling Your Advisory Firm
Summer Reading Suggestions from the XY Planning Network Team

Summer Reading Suggestions from the XY Planning Network Team

5.5 MIN READ

It’s almost summer,...

June 14, 2021/by Arlene Moss
Harness The Power of the 80% Rule to Close More Business as an Advisor

Harness The Power of the 80% Rule to Close More Business as an Advisor

9 MIN READ

Lately, I’ve been doing...

May 31, 2021/by BB Webb
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
How To Clarify Your Marketing So Your Ideal Clients Will Listen

How To Clarify Your Marketing So Your Ideal Clients Will Listen

18 MIN READ

In a 1999 Harvard...

May 17, 2021/by Emily Campbell

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