XY Planning Network’s New Find an Advisor Portal: A Win for Consumers and Planners

Find an Advisor Portal

Advisors, it’s nearly 2015. The web celebrated its 25th birthday this year. An online presence is essential to the success of your practice, and countless digital tools exist to help you run that practice in the most efficient way possible.

With all the technology available to us – and the demand for more tech-savvy service providers from younger generations – it’s time that we stopped letting physical location limit who we can help.

That’s why XY Planning Network is thrilled to provide the first search engine for consumers to use in order to search for a financial planner based on unique needs and specific situations. Our new Find an Advisor Portal allows for Gen Y and Gen X clients to find and connect with the one advisor who could best serve them, based on their preferences, goals, and stage of life.

The new portal benefits consumers and it benefits our advisors. Here’s how. Read more

Give Back with CFP Board’s Financial Planning Days


Looking for a way to give back to your community? You’ll have a great chance to do some good for people in need of financial advice this October and November in your city.

CFP Board is currently inviting CFP®  professionals from around the country to participate in and volunteer for their 5th annual Financial Planning Days events. These events provide a free way for the public to get started with financial planning. Attendees can sit down with advisors for 15-minute sessions and attend educational, classroom-style presentations to continue learning valuable information about achieving success with their personal finances.

Why volunteer? From the official website:

The concept is simple – local CFP® professionals will volunteer to provide pro bono one-on-one counseling and to present financial planning workshops to area residents. The benefits are plentiful – providing needed financial information to your community and raising awareness of the importance of financial planning.

Not to mention, CFP® professionals who complete the Boot Camp can qualify to receive one Continuing Education (CE) credit from CFP Board at no cost. So there’s a professional benefit to you, as well, in case you needed a little extra incentive. (Note that the CE credit is available only if you have not already received CE credit for this course in your current certification cycle.)

If you want to volunteer to help out at a local event, stop by the website and find an event near you.

Specifically, if you’re in one of the following cities, the CFP Board is actively seeking volunteers in these areas:

  • Baltimore, MD
  • Lubbock, TX
  • St. Louis, MI
  • Chicago, IL
  • Milwaukee, WI
  • Twin Cities, MN
  • Cincinnati, OH
  • Virginia Beach, VA
  • Indianapolis, IN
  • Phoenix, AZ
  • Washington, DC
  • Los Angeles, CA
  • Greater Sacramento, CA
  • Orange County, CA

Participating in a Financial Planning Day is a wonderful way to help out those that truly need the right guidance to financial success. Volunteering your time and expertise can make a positive impact in someone’s life who is ready to get on the right track, but just needs a little help to get moving in the right direction.

You can provide that, and help us carry out an idea that helps drive XY Planning Network: that good financial advice and education isn’t just for those who have already found their success. It’s for everyone seeking the tools they need to live their great life.

Better Financial Planning Image

How XY Planning Network is Starting a Movement in Financial Planning

Better Financial Planning ImageThere’s a fundamental shift happening within the financial services industry. It’s significant enough to be called a movement, and for good reason: the goal is to create a financial planning service that is not only accessible and widely available for consumers, but also to make the financial planning profession more open and welcoming to aspiring young planners who are eager to make positive changes in the lives of their clients as they develop a viable, long-term career for themselves.

More and more young financial planners have a sincere desire to simply be paid for providing good financial planning advice, without the requirement and pressure to sell products just to make a living. More and more of these young advisors are also interested in becoming accessible to everyone, specifically their Generation X and Y peers – which also happen to be very under-served markets overall in an industry that is increasingly focused only on those who have hundreds of thousands of dollars or more in assets. Read more