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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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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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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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Creating a Business Plan for Your Financial Planning Practice

Starting a business from scratch can be a scary and intimidating undertaking. Mary Beth Storjohann, founder of of Workable Wealth, says she was lucky that she invested in a personal coach in early 2013 to help her through the launch process…

Hire Help for Your RIA with Interns and Paraplanners

As your financial planning firm grows, you enjoy some success, and you bring on more and more clients, you’ll quickly find that you’re faced with one of those issues people refer to as a “good problem to have.” When you grow,…
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Compliant Document Storage for RIAs: What You Need to Know

Compliant cloud document storage, or storage of data in general, is a hot topic right now. There's not a lot of guidance being provided by the SEC or state regulators in regards to actual, concrete rules around what advisors need to do in…
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How to Create a Business That Supports Your Great Life

Ask yourself this question: what does your ideal life look like? There’s no wrong answer. It’s about what’s important to you. Your answer should reflect what you value. But no matter what your answer is, it’s likely that you need…
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Redefining Failure: What's Your Worst Case Scenario?

  When financial advisors get in touch with us at XY Planning Network with hopes of starting their own firm, there's always a lot of fear around the thought of, what happens if I fail? They may be great financial advisors who…
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How Can You Provide Financial Planning for Younger Clients?

When you talk to people at financial planning conferences about working with clients in their 20s, 30s, and 40s -- or when others in the industry learn that XY Planning Network is dedicated to helping people under 50 -- they always ask…