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Get to Know XYPN Advisors: Jason Howell of Jason Howell Company

XY Planning Network is thrilled to continue promoting our members by spotlighting their experiences with launching a financial planning firm and the lessons learned along the way.Today, we're welcoming XYPN member and Family Wealth…
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How Young Advisors Can Serve Their Peers within Existing Firms

“I want to serve Gen X and Millennials!” said the young advisor to his boss.“Yeah, that’s a bad idea. Get back to work,” said the firm owner.Now, that’s not exactly how it plays out when young advisors try to pitch the…

Ep #40: Embracing Impostor Syndrome with Carl Richards

This might just be our favorite episode of #XYPNRadio yet. We're excited to welcome back author, New York Times columnist, artist, and financial advisor Carl Richards.Carl is a New York Times best-selling author of multiple books, speaks…
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Get to Know XYPN Advisors: Dan Johnson of Forward Thinking Wealth Management

XY Planning Network is buzzing with more activity than ever. We're proud to provide a turnkey financial planning platform to nearly 120 independent and corporate firms.But who are these fantastic financial advisors? We’d love to introduce…

Ep #39: Writing Books to Supercharge Your RIA Marketing

If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could…
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4 Major Networking Tips, Online and Off

Please welcome guest contributor Arlene Moss to the XYPN Advisor Blog! Arlene serves as the Network’s Director of Advisor Success in addition to running her own coaching company for financial advisors. She’s an expert at coaching planners…

Ep #38: Residency Programs in Financial Planning

On this episode of #XYPNRadio, we're chatting with a very special guest: financial planner, financial planning mentor, and XY Planning Network member Andrea Eaton of Cornerstone Wealth Advisors.Cornerstone was founded by Jon Guyton,…
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5 Compliance Issues to Consider when Changing your Fee Structure

Changing your fee structure to better serve Gen X and Gen Y clients might be a smart business move if you’re a financial planner with an established firm.Why?In the past, providing advice on an AUM model made good sense for traditional…

Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner

This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series…
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How to Deal With Failure In Your First Year

Starting your own firm is tough. You second guess if you’ve made the right move to strike out on your own, wonder if the stress and hustle is worth it, and feel unsure of whether or not you’re cut out to be an entrepreneur.It’s…