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