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
Free (Or Almost Free) Tools to Freshen Your Firm's Website

Free (Or Almost Free) Tools to Freshen Your Firm's Website

5 MIN READ 

The new year is right...

December 26, 2019/by Katie DeMars
Refining Your Client Service Model

Refining Your Client Service Model

9.5 MIN READ

This year’s 2019 XYPN...

December 23, 2019/by Emily Purdon
RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

8 MIN READ

Why: Facing Capacity...

November 04, 2019/by Emily Purdon
What Core Tech Does My RIA Need In the First Year?

What Core Tech Does My RIA Need In the First Year?

8 MIN READ

As you’re getting your...

October 24, 2019/by Kate Ross
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
Meet Holistiplan, Winner of Our 2019 FinTech Competition

Meet Holistiplan, Winner of Our 2019 FinTech Competition

3 MIN READ 

As the old saying...

September 26, 2019/by Katie DeMars
Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

10 MIN READ 

Tech. It’s something I...

August 12, 2019/by Taylor Deardorff
3 Tech Solutions Every Independent Financial Advisor Should Be Using

3 Tech Solutions Every Independent Financial Advisor Should Be Using

8.5 MIN READ 

When talking to the...

May 13, 2019/by Taylor Deardorff
Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

3 MIN READ

Ladies and gents, there’s...

October 11, 2018/by Kelly Moorman
How to Play

How to Play "Catch-Up" (the Right Way) on Past-Due Compliance Tasks

5 MIN READ 

As a firm owner...

May 31, 2018/by Scott Gill
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
Leveraging Zapier in Your Financial Planning Practice

Leveraging Zapier in Your Financial Planning Practice

There are generally three camps of...

January 22, 2018/by Stephen Alred Jr
Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

There’s always something.  The next...

January 08, 2018/by Brandon Moss
Your Complete Guide to XYPN16

Your Complete Guide to XYPN16

There's no shortage of things to...

September 08, 2016/by Alan Moore
XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech

XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech

 

August 25, 2016/by Alan Moore
How to Run an RIA and Work as a Virtual Advisor

How to Run an RIA and Work as a Virtual Advisor

The following is an excerpt from XY...

July 21, 2016/by Guest Contributor
How Financial Advisors Can Secure Client Information via Email

How Financial Advisors Can Secure Client Information via Email

June 02, 2016/by Scott Gill
11 Myths to Stop Believing about Fee-Only Financial Planners

11 Myths to Stop Believing about Fee-Only Financial Planners

The XY Planning Network has a few...

May 19, 2016/by Alan Moore
Creating a Cybersecurity Plan for Your Financial Planning Firm

Creating a Cybersecurity Plan for Your Financial Planning Firm

It is clearly a challenge in the...

April 21, 2016/by Guest Contributor
Advisor Book Review: So You Want to Be a Financial Planner

Advisor Book Review: So You Want to Be a Financial Planner

For far too long, there hasn't been...

April 14, 2016/by Alan Moore
Compliant Document Storage for RIAs: What You Need to Know

Compliant Document Storage for RIAs: What You Need to Know

July 29, 2015/by Alan Moore

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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
10 Must-Haves for Your RIA Website
Creating a Business Plan for Your Financial Planning Practice
Choosing a Financial Planning Fee Structure – What Are the Options?