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.

Financial Planning 82

Financial Planning Financial Advisor Clients Planning 82

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.

Media 72

Media Financial Advisor CFP Wealth Management 72

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.

Financial Planner 81

Financial Planner Financial Planning Financial Advisor Clients 81

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