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 76

XY Planning Network

AUGUST 27, 2024

For most advisors, the value of financial planning is ascribed to the products they sell. 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. 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.

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Media Financial Advisor CFP Wealth Management 72

Sara Grillo

MARCH 16, 2024

We are planning for 70 people at most. 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.”

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Financial Advice Communication Financial Advisor Consulting 52