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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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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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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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How to Focus on the Marketing Metrics That Matter

  Your financial planning firm is up and running. You’ve got clients; you’re generating revenue. You know what technology you enjoy using, and you’re developing systems and processes to better run your business and serve your…
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Content Marketing: An Intro for Financial Advisors

Financial advisors are good at many things. Marketing is usually not one of those things. As an industry, financial planning tends to get stuck in the 1990s when it comes to marketing tactics. Many firms still play by the old rules that are…
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Podcasting for Financial Advisors: Start Your Own Show

Thinking about how you can continue to expand your web presence, build authority, and market yourself and your firm to new clients? Getting on social media and writing a blog both provide good starting points -- but they're not your only…
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A Financial Advisor's Guide to Creating Visual Content

If you want to create an online presence that stands head and shoulders above your competitors, think about adding a little spark to your text by creating visual content. Saying "visual content" is a fancy way of saying put some good-looking…
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Tweeting It Up with Experian on #Creditchat

Last week, XY Planning Network and a number of our member advisors co-hosted Experian’s weekly #creditchat on Twitter. In case you missed this event and opportunity to connect with peers and consumers alike, we’re recapping the highlights…
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How and Why XY Planning Network Interacts with Financial Bloggers

XY Planning Network is the leading organization of fee-only financial advisors who specialize in serving Gen X and Gen Y clients. Because of this, we share something in common with many financial bloggers -- we want to provide high-quality,…
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Kitces Roundup: Best Posts for Financial Advisors Looking to Start a Firm

Considering starting your own firm? More and more financial advisors are exploring this path -- and with networks like XYPN that provide the necessary technology platform, compliance support, and other tools that make it possible to run…