Tweeting It Up with Experian on #Creditchat
Share this
Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly #creditchat on Twitter. In case you missed this event and opportunity to connect with peers and consumers alike, we’re recapping the highlights for you here.
With network co-founder Alan Moore, 5 XYPN members provided their tips, ideas, and insights:
- Katie Brewer (@KatieYRL)
- Sophia Bera (@SophiaBera)
- Daniel Wrenne (@WrenneFinancial)
- Mary Beth Storjohann (@MaryBStorj)
- Erik O. Klumpp (@ErikOKlumpp)
Our advisors answered and discussed the following questions:
- Q1: Why have many people never seen a financial adviser?
- Q2: Why is seeing a financial counselor helpful? When is a good time?
- Q3: What types of qualifications and experience should an adviser have?
- Q4: What types of financial advisers should you avoid? Any warning signs?
- Q5: What services do financial planners offer?
- Q6: How are financial advisers compensated for providing services to you?
- Q7: How can you make sure a financial planner is a fiduciary?
- Q8: Where can you go online to find a qualified financial adviser?
- Q9: How often does a person need to see a financial adviser?
- Q10: Any final tips on how to find a great financial planner?
Here are some of our favorite tweets from #creditchat:
- https://twitter.com/Experian_US/status/578270819433992192
- https://twitter.com/R_Alan_Moore/status/578272038604816384
- https://twitter.com/GraceKvantas/status/578272053821833216
- https://twitter.com/marybstorj/status/578272255303536640
- https://twitter.com/ErikOKlumpp/status/578273688820297730
- https://twitter.com/XYPlanning/status/578274241881239552
- https://twitter.com/KatieYRL/status/578275046294216705
- https://twitter.com/mikedelgado/status/578275590442074112
- https://twitter.com/marybstorj/status/578276489621188608
- https://twitter.com/ErikOKlumpp/status/578276549453033472
- https://twitter.com/XYPlanning/status/578276842450350080
- https://twitter.com/KatieYRL/status/578277569444872193
- https://twitter.com/WrenneFinancial/status/578277826807390208
- https://twitter.com/marybstorj/status/578280017416720384
- https://twitter.com/sophiabera/status/578280325463334912
- https://twitter.com/KatieYRL/status/578282517654052864
- https://twitter.com/XYPlanning/status/578281685911019521
You can also check out Experian's recap on Slideshare or view the highlights on their site.
We really enjoyed fostering this discussion and sharing our knowledge, ideas, and advice for others who may not have been sure where to start when looking for a financial advisor. XYPN and our members loves getting involved with others in the financial community -- and of course, helping educate and inform consumers.
Want to be part of our own community that provides amazing opportunities like #creditchat with Experian? We'd love for you to learn more about XYPN and what we can do for financial advisors who want support for their business, a likeminded group of professionals to connect and engage with, and to serve Gen X and Gen Y clients with the best financial planning service available.
About the Author
Alan Moore is the CEO and Co-Founder of XY Planning Network—a support ecosystem dedicated to helping fee-for-service advisors start, run, and grow their own financial planning firms and serve the clients they want. His favorite part about his job is dreaming about possibilities for what's next, knowing his stellar team will either tell him no or Get Sh*t Done to make it happen.
Share this
- Advisor Posts (430)
- Fee-only advisor (385)
- Advice (313)
- Business Development (245)
- Independent Financial Advisor (201)
- Growing Your Firm (158)
- Marketing (132)
- Financial Planning (104)
- What Would Arlene Say (WWAS) (81)
- Firm Ownership (78)
- Business Coach (77)
- Training (76)
- Compliance (71)
- Building Your Firm (69)
- Business (69)
- Financial Advisors (65)
- Online Marketing (61)
- Events (60)
- Starting a Firm (50)
- Technology (48)
- From XYPN Members (47)
- Launching a firm (43)
- Advisors (42)
- Entrepreneurship (39)
- Taxes (39)
- Staffing & HR (38)
- Networking & Community (33)
- Interviews and Case Studies (32)
- Investment Management (32)
- XYPN Invest (28)
- Tax Preparation (27)
- Business Owner (25)
- Social Responsibility (25)
- Sales (24)
- Small Business Owner (20)
- Industry Trends & Insights (19)
- From XYPN Invest (18)
- Financial Planners (17)
- Independent Financial Planner (17)
- XYPN (17)
- Leadership & Vision (16)
- XYPN News (16)
- Tech Stack (15)
- RIA (14)
- Investing (13)
- Media (13)
- NextGen (13)
- Press Mentions (13)
- Financial Education (12)
- Goals (12)
- How to be a Financial Advisor (12)
- RIA Owner (12)
- Assets Under Management (AUM) (11)
- First Year (11)
- Niche (11)
- XYPN Membership (11)
- SEC (10)
- Advisor Success (9)
- RIA Registration (9)
- Communication (8)
- Lessons (8)
- Study Group (8)
- Time Management (8)
- Virtual Advisor (8)
- Growth (7)
- Mental Health (7)
- Pricing Models (7)
- From Our Advisors (6)
- Independent RIA (6)
- Money Management (6)
- Motivation (6)
- Preparing to Launch (6)
- Processes (6)
- Risk and Investing (6)
- Automation (5)
- Behavioral Finance (5)
- Broker-Dealers (5)
- College Planning (5)
- Filing Status (5)
- Investment Planner (5)
- Michael Kitces (5)
- Preparing to Launch (5)
- Retirement (5)
- S Corpration (5)
- Scaling (5)
- Support System (5)
- TAMP (5)
- Wealth (5)
- Year-End (5)
- Bear Market (4)
- CFP Certification (4)
- Outsourcing (4)
- Selling a Firm (4)
- Small Business (4)
- State Registration (4)
- Succession Plans (4)
- Benchmarking Study (3)
- Bookkeeping (3)
- Budgeting (3)
- ESG Investing (3)
- Emotional Decisions (3)
- Engagement (3)
- Fiduciary (3)
- Financial Life Planning (3)
- Getting Leads (3)
- How I Did It series (3)
- IRA (3)
- Life planning (3)
- Lifestyle practice (3)
- Membership (3)
- Millennials (3)
- Monthly Retainer Model (3)
- Monthly Subscription Model (3)
- Partnership (3)
- Pricing (3)
- RIA Audit (3)
- Recordkeeping (3)
- Risk Assessment (3)
- Staying Relevant (3)
- Wellness (3)
- Work Life Balance (3)
- Advice-Only Planning (2)
- Building Your Firm (2)
- Career Changers (2)
- Charitable Donations (2)
- Community Property (2)
- Design (2)
- Differentiation (2)
- Exchange-Traded Funds (ETF) (2)
- FINRA (2)
- Finding Your Why (2)
- Graphic design (2)
- Growing Income (2)
- Health Care (2)
- Inflation (2)
- Key performance indicator (KPI) (2)
- Keynote (2)
- Negative Rates (2)
- Operations (2)
- Organization (2)
- Outsourced Asset Management (2)
- Outsourced Bookkeeping (2)
- Portfolio Management (2)
- Productivity (2)
- Psychology (2)
- Quickbooks (2)
- Recommended Reading (2)
- Recruiting (2)
- Registered Representative (2)
- Registration (2)
- Restricted Stock Units (RSU) (2)
- Start Ups (2)
- Stock Options (2)
- Team Communication (2)
- Virtual Assistant (2)
- Virtual Paraplanner (2)
- Accounting (1)
- Arlene Moss (1)
- Assistant (1)
- Bonds (1)
- Bull Market (1)
- Careers (1)
- Certified Public Accountant (CPA) (1)
- Childcare (1)
- Client Acquisition (1)
- Client Services (1)
- Common Financial Mistakes (1)
- Consulting (1)
- Consumerism (1)
- Credit (1)
- Custodians (1)
- Custody Rule (1)
- Data (1)
- Daycare (1)
- Definitions (1)
- Designations (1)
- Direct Indexing (1)
- Disasters (1)
- Earn More (1)
- Family (1)
- Fidelity (1)
- Finance (1)
- Financial Freedom (1)
- Financial Goals (1)
- Financial Life Management (1)
- Financial Success (1)
- Financial Wellness (1)
- Form 8606 (1)
- Form 8915-E (1)
- Grief (1)
- Guide (1)
- How to Budget (1)
- Impostor Syndrome (1)
- Interns (1)
- Investor Policy Statement (IPS) (1)
- Job burnout (1)
- Liquidating your business (1)
- Loans (1)
- Moving Forward (1)
- Part Time (1)
- Paying Yourself (1)
- Paystub (1)
- Perfectionism (1)
- Project Management (1)
- Projecting Returns (1)
- Purpose (1)
- Quarterly Estimated Payments (1)
- RIA Operations (1)
- Recession (1)
- Referrals (1)
- Regulations (1)
- Regulators (1)
- Reinvention (1)
- Relationships (1)
- Remote (1)
- Required Minimum Distributions (RMD) (1)
- Risk Management (1)
- Roth Conversations (1)
- Roth IRA (1)
- Sabbatical (1)
- Spending (1)
- Strategy (1)
- Systems (1)
- Target Audience (1)
- Teamwork (1)
- Terms (1)
- To-Do List (1)
- Traditional IRA (1)
- Transitions (1)
- Virtual (1)
- Vulnerability (1)
- XYPN Books (1)