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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…
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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…
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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…
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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…
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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…
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Feeling Stuck in Your Business? Here's How to Power Through

So, you're thinking about starting your own practice. Or maybe you've already started. You've got a niche nailed down, a clever company name and some killer ideas that are going to shake up the industry. It's time to make a name for yourself!But…
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Stop Doing This — and Boost Financial Blogging Productivity

Please welcome guest contributor Susan B. Weiner, CFA, to the blog today! Susan's sharing her ideas and tips for boosting your blogging productivity as a financial advisor. Enjoy!Would you like to increase your financial blogging productivity?…
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Going Beyond Planning: Earning More with Speaking and Writing

It's no question that the financial planning services you offer through your firm are an important driver of income for your business. But it’s not the only way to monetize your skills, especially if you’re running a newer financial…
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XYPN Member Spotlight: How One Financial Planner Fulfills Her Mission to Spread Financial Literacy

Please welcome XY Planning Network member and financial planner Pamela Capalad to the blog! Pam is the founder of Brunch and Budget -- and is skilled at finding incredible opportunities to share financial literacy and improve people's financial…