Fee Only Related Topics 
XY Planning Network
JULY 25, 2022
With regulatory changes driving advisors to rein in their fees along with clients yearning for more holistic fiduciary advice, it’s becoming increasingly imperative that entrepreneurial-minded advisors are focused on building firms that ensure their interests align with their clients’.
XY Planning Network
JULY 18, 2022
fee-only advisor Marketing email marketing running a firm paid marketing motivation goals6 MIN READ. Although seemingly obvious, it’s worth saying—a firm isn’t a firm without clients.
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Wealth Management
OCTOBER 14, 2022
partners with Lincoln Investment to invest in growing fee-only RIAs New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe.,
Nerd's Eye View
NOVEMBER 1, 2022
Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.
XY Planning Network
DECEMBER 12, 2022
No matter how long I work with fee-for-service planners, I find they dread fee increases. So let me give you friendly permission: if you are not using a percentage of assets fee structure, you need to reassess your fees every year or so. 8 MIN READ.
XY Planning Network
JANUARY 2, 2023
Advice Advisors business Fee-only fee-only advisor self-care independent RIA self worth independent financial advisor community fee-for-service financial planning dream career coaching life lessons fee-for-service industry trends business coaching sabbatical advisor journey connection
XY Planning Network
AUGUST 1, 2022
Advice business Fee-only fee-only advisor training education bear market industry trends inflationMIN READ. News, fuel, groceries — unless you’ve avoided these recently, you've probably heard that inflation is up.
XY Planning Network
SEPTEMBER 8, 2022
fee-only advisor xypnlive financial wellness business vision running a firm wealth motivation goals wellness xypnlive 20222 MIN READ.
XY Planning Network
NOVEMBER 7, 2022
2 MIN READ.
XY Planning Network
MARCH 20, 2023
Financial advisors Advice Entrepreneur Fee-only advisor Marketing Niche Marketing Marketing funnel RIA Marketing Marketing resources Entrepreneurship Business vision Marketing your firm Marketing strategy Search engine optimization (SEO
XY Planning Network
MARCH 13, 2023
Financial advisors Advice Entrepreneur Fee-only advisor Michael Kitces Annual conference XYPN LIVE Conference Entrepreneurship Business vision Financial planning conference How to be a financial advisor Lessons GoalsMIN READ “ Make Financial Advicers better, and more successful!
XY Planning Network
MARCH 27, 2023
Advisor Posts Fee-only advisor Employee benefits Team building Hiring Growing business Growing your firm Company culture How to hire your first employee Engaging employees4 MIN READ Are you still hiring or already onboarding?
XY Planning Network
FEBRUARY 6, 2023
Advisor Posts fee-only advisor taxes tax prep tax savings tax return tax season recordkeeping Tax Planning independent financial advisor filing taxes fee-for-service financial planning XY Tax Solutions outsourced tax services tax preparation how to prepare your taxes filing status
XY Planning Network
NOVEMBER 14, 2022
Advisor Posts fee-only advisor starting a firm compliance program independent financial advisor continuing education running a firm fee-for-service financial planning firm compliance firm ownership annual review process NASAA IAR IAR CE Credits Investment Adviser Representative
XY Planning Network
OCTOBER 17, 2022
Advice Advisor Posts Blog fee-only advisor communication XY Investment Solutions From XYIS unhappy clients bear market market volatility market downturn supporting clients7 MIN READ.
XY Planning Network
SEPTEMBER 19, 2022
Advice Advisor Posts Blog fee-only advisor Marketing business building business development setting goals business strategy small business owner independent financial planner independent financial advisor ria owner running a firm9 MIN READ.
XY Planning Network
NOVEMBER 28, 2022
Advice Advisor Posts Blog fee-only advisor Compliance RIA Compliance RIA Registration XY Investment Solutions broker-dealers firm compliance SEC state registration Registration IAR Investment Adviser Representative Registered Representative Finra SEC Regulation S-P7 MIN READ.
XY Planning Network
FEBRUARY 20, 2023
Advisor Posts fee-only advisor taxes tax prep tax savings tax return tax season recordkeeping Tax Planning independent financial advisor filing taxes fee-for-service financial planning XY Tax Solutions outsourced tax services tax preparation how to prepare your taxes filing status
XY Planning Network
NOVEMBER 21, 2022
8 MIN READ. Thinking is free. This is something I occasionally like to remind the entrepreneurs I work with when I begin to sense someone slipping into a mild (or not-so-mild) panic over the seemingly endless list of things to figure out and decisions to make when starting a business.
XY Planning Network
DECEMBER 19, 2022
5 MIN READ. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.
XY Planning Network
JANUARY 16, 2023
4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do. If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract.
XY Planning Network
SEPTEMBER 26, 2022
Advisor Posts fee-only advisor team building hiring growing business growing your firm how to hire your first employee9 MIN READ.
XY Planning Network
OCTOBER 3, 2022
And, although there were others in the position before me, I was the only employee other than the founders when I joined. Advice Advisor Posts Blog fee-only advisor XY Investment Solutions From XYIS lessons life lessons team communication bear market market volatility market downturn
The Chicago Financial Planner
NOVEMBER 8, 2021
Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. Retirement Dow Jones Industrial Average fee-only Financial plan Investment retirement S&P 500
XY Planning Network
AUGUST 15, 2022
Advisor Posts fee-only advisor Compliance RIA Compliance compliance program independent financial advisor running a firm chief compliance officer firm compliance regulators SEC organizationMIN READ. The notice for an upcoming regulatory examination.
XY Planning Network
OCTOBER 10, 2022
MIN READ. When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one.
XY Planning Network
JANUARY 6, 2023
Advisor Posts fee-only advisor tax taxes tax prep tax savings tax return tax season Tax Planning independent financial advisor filing taxes fee-for-service financial planning tax firm XY Tax Solutions year-end tax planning tax preparation tax forms xyts4 MIN READ.
XY Planning Network
NOVEMBER 30, 2022
Advice Advisor Posts Blog fee-only advisor business building business development xy planning network xypnMIN READ. The XYPN movement is growing rapidly.
XY Planning Network
SEPTEMBER 5, 2022
Advice Advisor Posts Blog fee-only advisor investment XY Investment Solutions From XYIS investment management investing investment returns risk and investing negative rates7 MIN READ.
XY Planning Network
JANUARY 23, 2023
Advisor Posts fee-only advisor tax taxes tax prep tax savings tax return tax season Tax Planning independent financial advisor filing taxes fee-for-service financial planning tax refund financial preparedness tax firm XY Tax Solutions tax preparation how to prepare your taxes tax forms filing statu
XY Planning Network
SEPTEMBER 23, 2022
We're not interested in wasting your time—that's why we've done the research and invited only those who are most relevant to your practice. Advisor Posts fee-only advisor xypnlive independent financial advisor conference for financial advisors fee-for-service financial planning firm ownershi
XY Planning Network
FEBRUARY 1, 2023
Advice Advisor Posts Blog Fee-only advisor Hiring Business building Business development Phone screening
XY Planning Network
OCTOBER 24, 2022
Nearly 850 fee-for-service advisors, XYPN members, keynote speakers, exhibitors, and team members from all over the country came together to re:imagine, re:define, and re:invent the conference experience. From wall to wall, the conference center was packed with the connections, conversations, content, and solutions that fee-for-service advisors have been looking for. 6 MIN READ. Hint: Think Community. It’s been two weeks since the 8th annual XYPN LIVE in mile-high Denver, CO.
XY Planning Network
JULY 5, 2022
fee-only advisor Social Media From XYPN Members press mentions media independent financial advisorXY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We
XY Planning Network
MAY 23, 2022
fee-only advisor Social Media From XYPN Members press mentions media independent financial advisorXY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We
XY Planning Network
JULY 11, 2022
Advice Advisor Posts Blog fee-only advisor XY Investment Solutions From XYIS investment management investing risk and investing direct indexing6 MIN READ.
XY Planning Network
JUNE 13, 2022
Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). 5 MIN READ.
XY Planning Network
JUNE 23, 2022
fee-only advisor xypnlive running a firm motivation goals xypnlive 2022 reinvention keynote4 MIN READ.
XY Planning Network
MAY 31, 2022
cfp fee-only advisor emotional decisions finding your why behavioral finance running a firm firm ownership motivation psychology5 MIN READ. Every dream has a price.”. Want to take a guess at where that quote is from?
Advisor Perspectives
JANUARY 17, 2023
As a financial coach whose mission is to talk fee-only advisors “off the fence” of procrastination, I frequently answer two questions
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