Advisor Blog / XY Planning Network (XYPN)

    Recent Posts

    Advice

    The Top 10 Misconceptions About XYPN

    Top 10 Misconceptions about XYPN
    Guide

    6 Ways to Maximize Your #XYPNLIVE Experience

    6 Ways to Maximize Your #XYPNLIVE Experience
    Advisor Posts

    The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

    The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

    More Posts

    Advisor Posts

    #XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

    #XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry
    Advisor Posts

    Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

    Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement
    Advice

    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
    Advice

    How XY Planning Network Has Evolved with Its Growing Membership

    How XY Planning Network Has Evolved with Its Growing Membership
    Blog

    Meet Our 2019 FinTech Finalists!

    Meet Our 2019 FinTech Finalists!
    Advice

    Money Well Spent in the First Year of Running Your RIA

    Money Well Spent in the First Year of Running Your RIA
    Advice

    Quantifying the ROI of the XYPN Community

    Quantifying the ROI of the XYPN Community
    Advice

    AMA with Alan Moore and Michael Kitces, Part Two

    AMA with Alan Moore and Michael Kitces, Part Two
    Advice

    AMA with Alan Moore and Michael Kitces, Part One

    AMA with Alan Moore and Michael Kitces, Part One