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

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...

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,...

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...

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...

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
How You Can Use a Virtual Assistant as an Independent Financial Advisor

How You Can Use a Virtual Assistant as an Independent Financial Advisor

7.5 MIN READ

You can make more...

April 12, 2021/by Arlene Moss
Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

Listen: 19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor

10 MIN READ

A performer from an...

April 05, 2021/by BB Webb
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
Your Go-To Guide for Acronyms and Other Industry-Specific Terms

Your Go-To Guide for Acronyms and Other Industry-Specific Terms

4 MIN READ 

The prevalence of...

March 25, 2021/by Shelby Brown
A Guide to Creating Wellness for Yourself and Your Business in 2021

A Guide to Creating Wellness for Yourself and Your Business in 2021

12 MIN READ

A year ago, we...

February 18, 2021/by Arlene Moss
“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap

“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap

10 MIN READ

I’ll say it louder...

February 11, 2021/by BB Webb
Networking in a Virtual World — Advice for Advisors

Networking in a Virtual World — Advice for Advisors

13 MIN READ

 

It was a mere 35...

February 01, 2021/by BB Webb
The SEC's New Marketing Rule, Explained
How Financial Advisors Can Keep Compliant Amid COVID: 5 Tips

How Financial Advisors Can Keep Compliant Amid COVID: 5 Tips

4 MIN READ 

With COVID-19 cases on...

December 10, 2020/by Terria Heng
What Financial Advisors Need to Know About Custody

What Financial Advisors Need to Know About Custody

4 MIN READ 

In the financial...

November 19, 2020/by Shelby Brown
Advice for Independent Financial Advisors, From Advisors

Advice for Independent Financial Advisors, From Advisors

5 MIN READ 

When you launch your own...

November 16, 2020/by Isabel Leong

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