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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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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…
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Building Your Mastermind Group

Do you have a study group? Also known as a mastermind group, this is a collection of your peers who you can work with to solve problems, find answers to questions, and bounce ideas off of. The goal is to organize a group of professionals…
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Get to Know XYPN Advisors: Jennifer Harper of Bridge Financial Planning

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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Launching Your Own Financial Planning Firm: Jennifer Harper of Bridge Financial Planning

XY Planning Network is excited to showcase our members who launched their own firms this year. We want to celebrate these advisors and help promote their new firms by spotlighting their experiences, thoughts, and lessons learned on the…
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3 Realizations from #XYPN15

Please welcome XY Planning Network member Brandon Marcott to the blog today. Brandon offered to recap and share his experiences at our first inaugural conference that took place September 15 - 17th in Charlotte, North Carolina. I had…
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We're Gearing Up for #XYPN15!

#XYPN15 is the first ever financial planning conference geared towards advisors that want to focus on working with Gen X and Gen Y clients. We’re excited about bringing together a community of financial advisors who are: passionate…
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Get to Know XYPN Advisors: Patrick Quinn of Hat Tip 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…
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Launching Your Own Financial Planning Firm: Nannette Kamien of Inspiration Planning

XY Planning Network is thrilled to continue promoting our members who launched new financial planning firms in 2015. We're celebrating these advisors by spotlighting their experiences, thoughts, and lessons learned. Want to launch your…