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Exhibitors Who Make XYPN LIVE Happen

XY Planning Network

It’s the space where fee-only advisors come together to reimagine their approach, reconnect with their vision, and get inspired by the experts, exhibitors, team, and support staff that are dedicated to making trusted financial advice accessible.

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Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

XY Planning Network

As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.

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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Meet the firm that is finally bringing financial planning to small accounts!

Sara Grillo

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. For those of you who are new to my blog, my name is Sara.

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6 Ways to Rethink Financial Planning for Millennials

eMoney Advisor

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financial advice. I would say that’s accurate.

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A damaging effect of Halo Effect on your finances

Truemind Capital

or – Consult a fee-only SEBI RIA who provides you with absolutely unbiased financial advice and also suggests the products that are the right fit for your investment objective and not just the popular products. from all the available options. Click here for more detailed reading.

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10 Money Lessons I’ve Learned as a Financial Planner

Your Richest Life

The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. That will bring you much more fulfillment in the long run.