XY Planning Network

APRIL 29, 2024

In an ongoing effort to raise the financial planning bar, the competition has provided emerging FinTech companies with a platform to demo their innovative solutions focused on empowering financial advisors and increasing value for their clients through better advice and a better client experience.

Financial Planning 76

Financial Planning Financial Advisor Clients Planning 76

XY Planning Network

AUGUST 27, 2024

Each finalist will give a seven-minute demo of their tech at XYPN LIVE on Wednesday, October 16th, allowing you to discover and implement the best new solutions in your firm. The AdviceTech Competition is your opportunity to turn the focus back to advice.

Financial Planner 75

Financial Planner Financial Planning Financial Advisor Clients 75

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Book a Demo to Find Out More.

Media 72

Media Financial Advisor CFP Wealth Management 72

Sara Grillo

MARCH 16, 2024

Flat fee advisor “The inaugural Transparent Advisors meeting was a fantastic start with many stimulating ideas not from the speakers but from the interactions with the other members of the group. Flat fee advisor “The best part was just being around quality advisors/people.” The meeting exceeded my expectations!”

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52