Get to Know XYPN Advisors: Jason Howell of Jason Howell Company
XY Planning Network is thrilled to continue promoting our…
How Young Advisors Can Serve Their Peers within Existing Firms
“I want to serve Gen X and Millennials!” said the young…
Ep #40: Embracing Impostor Syndrome with Carl Richards
This might just be our favorite episode of #XYPNRadio yet. We're…
Get to Know XYPN Advisors: Dan Johnson of Forward Thinking Wealth Management
XY Planning Network is buzzing with more activity than ever.…
Ep #39: Writing Books to Supercharge Your RIA Marketing
If you're like most financial planners, you've likely thought…
4 Major Networking Tips, Online and Off
Please welcome guest contributor Arlene Moss to the XYPN…
Ep #38: Residency Programs in Financial Planning
On this episode of #XYPNRadio, we're chatting with a very…
5 Compliance Issues to Consider when Changing your Fee Structure
Changing your fee structure to better serve Gen X and Gen…
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
This week on #XYPNRadio, we're chatting with Will Kaplan.…
How to Deal With Failure In Your First Year
Starting your own firm is tough. You second guess if you’ve…
Ep #36: Serve NextGen Clients Inside Your Existing Firm
We're thrilled to bring you a very special guest this week:…
Feeling Stuck in Your Business? Here’s How to Power Through
So, you're thinking about starting your own practice. Or…
Ep #35: The Career of Jessica Smith: Balancing Business and Motherhood
This week's episode of #XYPNRadio features an interview…
Stop Doing This — and Boost Financial Blogging Productivity
Please welcome guest contributor Susan B. Weiner, CFA, to…
Going Beyond Planning: Earning More with Speaking and Writing
It's no question that the financial planning services you…