XY Planning Network

APRIL 29, 2024

Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning.

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Financial Planning Financial Advisor Clients Planning 81

XY Planning Network

AUGUST 27, 2024

However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes second place. Our bread and butter is recognizing the incredible value that financial advisors bring to the table.

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Financial Planner Financial Planning Financial Advisor Clients 79

FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” 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.

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Media Financial Advisor CFP Wealth Management 72

Sara Grillo

MARCH 16, 2024

The Transparent Advisor Movement is taking Kansas City! Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. It was great connecting with like-minded advisors at Immersion 2024. Will you join us? Hotel details to be announced later.

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Financial Advice Communication Financial Advisor Consulting 52