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Oct 27, 2023
Network Navigator Office Hours
Your Best Life Starts Here
Are you ready to unlock the secrets to living your best life? Recorded at XYPN LIV …
How to Generate the Right Leads for Your RIA
Starting Your Own Practice
Independent Firm Owner Compensation
Closing the Deal
If having to “sell yourself” tops your list of pain points —or even barriers to— i …
How to Know When It’s Time to Go
There are many signs it’s time to go. From a failed succession plan to wanting mor …
How to Manage Compliance as an RIA Firm Owner
Automate, Optimize, Maximize
Future-Proof Your Firm
Believe it or not, a key component to your firm’s success is a succession plan. So …
Are You Sure?
Making the decision to pursue entrepreneurship is scary. You're walking away from …
Evaluating, Refining, and Increasing Your Fee
Everything You Need to Know About Making Your First Hire as an Advisor
There are a lot of perks that come with the territory of firm ownership. You have …
Compliance Basics
Initial registration, ADVs, the SEC, oh my! Navigating all things compliance in or …
How to be Your Own Chief Investment Officer for Your Fee-Only Firm
How to Intentionally Build & Foster a Positive Company Culture
The Art of Delivering Ongoing Financial Advice
Advice Advisors Need to Hear
Cultivating real change in your life can be a lot harder than motivational authors …
Refining Your Client Service Model
The heart of your business as an advisor is the service you provide to your client …
Expert Roundtable: Tackling Compliance When Transitioning to an RIA
Transitioning to an RIA can be overwhelming, and nothing can be more frustrating a …
How to Incorporate Tax Prep & Planning
AMA with XYPN CEO & Co-Founder Alan Moore
Burnout, Boundaries, and Balance
Burnout. It’s an unfortunate and all too common byproduct of a hyper-productive, u …
Bookkeeping 101 for Independent Financial Advisors
There are some universal truths in life, like the fact that most financial advisor …
More Than a Fad: The Long-Term Value of Behavioral Finance
In this free webinar, XY Planning Network’s Director of Partnerships, Jordan Hutch …
How to (Successfully) Launch Your Own Financial Planning Firm
So, you’ve finally decided to take control into your own hands and launch a financ …
A Firm Owner's Guide to Compliance
What I Wish I Knew Before Starting a Business
30 Top Marketing Hacks in 30 Minutes
Are you looking for an idea to better market your firm? How about 30 of them? XYPN …
Email Marketing 101 for Financial Advisors
Given today’s dominance of social media marketing, sending an email seems about as …
The Art of Advice: Sales Strategies for Financial Advisors
Want to learn how to sell the value of financial advice? Or have organic conversat …
What Tech Solutions Should You Use in Your Firm?
How to Launch, Run, & Grow A Successful Fee-Only Firm
Bookkeeping Basics for Financial Advisors
When it comes to income, expenses, and everything in between, financial advisors k …
How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice
There are a lot of moving parts and considerations when integrating investment man …
How to Become the Kicka$$ CCO Your Firm Needs
As an independent firm owner, you undoubtedly have more control over your career, …
How to Customize a Winning Sales Process
Join XYPN Sales Coach BB Webb to learn more about how to create a winning sales pr …
How To Create A Launch Marketing Plan for Your RIA
Join XYPN's marketing coach, Carolyn Dalle-Molle, as she walks through how to crea …
Build Your Initial Planning Process
How to Pivot to a Virtual Practice TODAY
XYPN members Meg Bartelt—owner and founder of Flow Financial Planning—and Katie Br …
A Fork in the Road
When new firm owners are first starting out, they’re typically just trying to keep …
Finding Your Fee "Sweet Spot" as an Independent Financial Advisor
Can Study Groups Really Supercharge Your Success as an RIA?
Study groups are a key ingredient for success as a firm owner. In fact, they are k …
Technology Tell-All: Tips and Tricks for Integrating Technology into Your Firm
Secrets to Surviving Your First Year as a Firm Owner
Anyone who has launched their own financial planning firm will tell you it's no sm …
How to Become a Marketing Master
Marketing...the enemy of so many independent financial advisors. But really, marke …
Website Metrics: What's Normal?
"Is my website doing okay? Is this normal?" Carolyn Dalle-Molle faces these questi …
Building a Client Base in Year One
Your first year as an independent financial advisor will offer no shortage of stru …
How to Start Loving the "S" Word... Sales
Sales. This word has a strange way of making people—especially financial advisors— …
Ask Me Anything with Alan & Michael
The Power of Niche Marketing
As more people earn their CFP® designation and become financial advisors, simply b …
Investment Management and Fee-Only Planning
If you're at all familiar with the fee-only model, then you're probably also famil …
What's In It For Me?
Most advisors considering XYPN membership have one main question: What's in it for …
The Fees Behind "Fee-Only"
Have you ever wondered what goes into choosing a fee structure? Many advisors who …
What 2050 Trailblazers Taught Me About DEI in the Financial Planning Profession
In this on-demand webinar, XYPN member and Investment News' Women To Watch Rising …
Shutting Down the Rumors
The XYPN movement is growing rapidly. Yet it’s still an uphill battle to get the w …
Niching Up
It's no secret that we're huge proponents of niches at XYPN. Why? Because we've se …
Transitioning to Fee-Only Planning
Staying Relevant in an Increasingly Diverse Environment
Is there a business case for diversity and inclusion? McKinsey & Company publi …
Must-Have Tech Solutions for Your Firm
Without technology, much of the work advisors do wouldn't be possible. But as help …
Compliance for New Firm Owners
Did you know that advisors are, on average, 25% more stressed than other workers? …
XYPN Membership Pro-Tips
XYPN offers an ever-growing multitude of benefits to our members, like compliance …
Finding Your First Clients
Adopting the Monthly Retainer Model
The monthly retainer model introduces a new way for advisors to structure their bu …
Marketing Your Firm
Many financial advisors have a love/hate relationship with marketing; they love th …
Start-Up Costs
One of the most frequently asked questions we hear at XYPN is, "How much will it c …
Staying Sane While Building Your Firm
Two rockstar XYPN members share their tricks for juggling the demands of a growing …
A New Path: Transitioning From the Broker/Dealer World
