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.

Financial Planner 81

Financial Planner Financial Planning Financial Advisor Clients 81

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

FMG

JULY 5, 2022

Why SEO must start with strategy, planning via Search Engine Land. In order to succeed, you need an SEO strategy plan that works, especially SEO is ongoing, it’s not just a one-time thing. So, how can you start planning and find something that works best for you and your firm? Book a Demo to Find Out More.

Financial Planner 52

Financial Planner Media Engineering Planning 52

FMG

MARCH 28, 2023

How One Firm is Testing a New Social Platform to Land New Clients via Financial Planning Northwestern Mutual recently launched a quiz on Pinterest aimed at engaging with millennial women and promoting financial literacy. Read the full article here. Well, struggle no more.

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

Inside Information

AUGUST 28, 2024

Often the keynoters have no idea who financial planners are—they’re championship boxers, basketball players, sometimes former Presidents or Prime Ministers, famous people, basically, and every third session is a breathless look at about how to use this or that wonderful feature of the Schwab platform.

Financial Planner 40

Financial Planner Food Clients Planning 40