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XYPN Blog / Independent Financial Advisor (10)

Financial Advisors

Launching a Financial Planning Firm During a Recession

Launching a Financial Planning Firm During a Recession
Advice

How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times
Advice

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience

Burnout or Compassion Fatigue? What’s the Difference, How Advisors Can Cope, and Strategies for Creating Resilience
Fee-only advisor

What's the Perfect Time to Make an S Corp Election for an RIA?

What's the Perfect Time to Make an S Corp Election for an RIA?
Investment Management

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer
Advice

Why Advisors Need to Stop Saying, "Can I Pick Your Brain?"

Why Advisors Need to Stop Saying,
Fee-only advisor

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement
Advice

XYPN Roundup: Technology Solutions for Independent Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors
Advice

XYPN Radio Roundup: From Broker-Dealer to Fee-Only

XYPN Radio Roundup: From Broker-Dealer to Fee-Only
Fee-only advisor

Working From Home: How Advisors Can Transition to a Virtual Practice

Working From Home: How Advisors Can Transition to a Virtual Practice
Advice

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases
Marketing

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Navigating the New Normal: Strategies for Serving Your Prospects and Clients
Advice

Do's & Don'ts for Building Your Firm's Website

Do's & Don'ts for Building Your Firm's Website
Advice

Launching Your Own RIA: Advice from Advisors Who Took the Leap

Launching Your Own RIA: Advice from Advisors Who Took the Leap
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