, , , ,

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…
, , ,

XYPN Radio: The Podcast for the Next Generation of Financial Planning

Ever wished there was a badass podcast show just for you, the financial advisor who wants to launch your own firm to serve your ideal clients? We hear you -- and we shared that wish. That's why XY Planning Network is launching a brand…
, , ,

Conferences for Financial Advisors: #XYPN15 or FinCon Advisor Symposium?

In many ways, the financial planning industry is lagging behind the fast-paced changes other fields have undergone to better incorporate new technologies and growing needs of new consumers. Not only are traditional firms unable to serve…
, ,

Meet Your 2015 XYPN Essay Contest Winner

The entire XY Planning Network team can't wait for our first-ever conference, #XYPN15! Not only is this the first conference hosted by the network, but it's the only conference created for Gen X and Gen Y financial planners looking to work…
, ,

Happy Birthday, XY Planning Network!

Editor's Note: This special blog post celebrating one year of XY Planning Network comes from our co-founder, Alan Moore. On April 4th, 2014, just one year ago, we sent out a press release announcing the launch of the XY Planning Network.…
, , ,

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…
, ,

Betterment Institutional Partners with XY Planning Network

Announcing a New Partnership with Betterment Institutional Betterment Institutional, an end-to-end digital solution for RIA’s, today announced it has partnered with XY Planning Network to offer the Betterment Institutional solution to XY…
, ,

Go to the XY Planning Network Conference and FinCon 2015 -- for Free

XYPN is excited that we'll be hosting our first XY Planning Network Conference in 2015, and our event will be held in conjunction with the massively popular FinCon 2015 Expo. Our conference will be for everyone: members, nonmembers, established…
, , , ,

How Young Financial Advisors Can Make 2015 Their Best Year Yet

2015 is shaping up to be a great year to be a young financial advisor running their own firm – or looking to get started. The new year will be the first full calendar year that XY Planning Network is fully available to young financial…
, , ,

XY Planning Network's New Find an Advisor Portal: A Win for Consumers and Planners

Advisors, it’s nearly 2015. The web celebrated its 25th birthday this year. An online presence is essential to the success of your practice, and countless digital tools exist to help you run that practice in the most efficient way possible. With…