XYPN Blog | Business Development (18)

Business Development

Get Paid for Your Knowledge: Go from Blogger to Financial Planner

Get Paid for Your Knowledge: Go from Blogger to Financial Planner

Technology

Why Financial Planning Conferences Don't Attract Young Advisors - and How FinCon Can Save Them

Why Financial Planning Conferences Don't Attract Young Advisors - and How FinCon Can Save Them

Business Development

Putting Your Financial Education to Work: From Writer to Planner

Putting Your Financial Education to Work: From Writer to Planner

From XYPN Members

How to Get Paid as a Financial Planner, for More Than Just Financial Planning

How to Get Paid as a Financial Planner, for More Than Just Financial Planning

Marketing

Leveraging Your NAPFA Membership to Get Clients

Leveraging Your NAPFA Membership to Get Clients

Technology

3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice

3 Steps to Improve Your Practice as a Financial Advisor by Taking Your Own Advice

Business Development

Tips on Running Your New Financial Planning Practice from Dave Grant

Tips on Running Your New Financial Planning Practice from Dave Grant

Business Development

The Butterfly Effect: Getting A Client 4 Years Later

The Butterfly Effect: Getting A Client 4 Years Later

From XYPN Members

Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?

Does Monthly Pay Mean You Have to Talk with Your Clients Monthly?

From XYPN Members

Why Charging Separately for Financial Planning and Investment Management Makes Sense

Why Charging Separately for Financial Planning and Investment Management Makes Sense

From XYPN Members

5 Places to Look for and Find Your First Clients

5 Places to Look for and Find Your First Clients