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

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

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Financial Planner Financial Planning Financial Advisor Clients 79

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Financial Advisor Estate Planning Accounting Taxes 185

FMG

JUNE 27, 2023

Have A Tale To Tell via Financial Advisor Magazine If you’re looking to connect on a more personal level, then story-telling is a great way to do this. Good story-telling is a crucial part of marketing especially as more advisors focus on the human side of financial planning and marketing. Read more here.

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Media Financial Advisor Clients Financial Planning 52

FMG

APRIL 25, 2023

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44) via LinkedIn Pulse Financial advisors rely on data when it comes to helping their clients, but what happens when it becomes harder for advisors to differentiate themselves from their competitors? Listen here. Well, struggle no more.

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Clients Financial Advisor Communication Financial Planning 52

FMG

AUGUST 16, 2022

Four Marketing Cornerstones for Advisors via Advisor Perspectives. As a financial advisor, building and growing a sustainable business requires developing a strong marketing foundation. Book a Demo to Find Out More. From marketing tips to a social media content strategy and more, this roundup has it all!

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Media Financial Advisor Clients Financial Planning 72

FMG

JULY 12, 2022

5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg) via The Podcast Factory. 9 Financial Advisor Time Management Tips to Boost Productivity via Red Zone Marketing. Book a Demo to Find Out More. We often talk about the importance of choosing a niche to serve and really honing in on that.

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Communication Financial Advisor Media Clients 52