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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

How to Create a Business That Supports Your Great Life — How to Create a Business That Supports Your Great Life

Ask yourself this question: what...
July 08, 2015/by Alan Moore

Why Financial Planners Should Embrace Robo Advisors — Why Financial Planners Should Embrace Robo Advisors

Please welcome guest contributor ...
June 24, 2015/by Alan Moore

A Financial Advisor's Guide to Creating Visual Content — A Financial Advisor's Guide to Creating Visual Content

If you want to create an online...
April 22, 2015/by Guest Contributor

Grow Your Business by Working with a Virtual Team — Grow Your Business by Working with a Virtual Team

March 18, 2015/by Alan Moore

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