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Leveraging a Master List of Goals to Uncover Clients’ True Financial Priorities

Uncovering Clients’ True Financial Priorities with a Master List of Goals

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Choosing the Right Email Campaign Software for Financial Advisors

The SECs New Marketing Rule, Explained

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The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve

The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve

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"How I Did It" Series with XYPN Member Chandler Fugate-Laus

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10 Observations Over 10 Years at XYPN

10 Observations Over 10 Years at XYPN

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"How I Did It" Series with XYPN Member Ashley Foster

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5 AdvicePay Features You’re Not Taking Advantage Of

5 AdvicePay Features You’re Not Taking Advantage Of

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"How I Did It" Series with XYPN Member Dillon Cobb

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How to Help Gen Z Down the Path to Financial Wellness

How to Help Gen Z Down the Path to Financial Wellness

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"How I Did It" Series with XYPN Member Nycole Freer

Fee-only advisor

Should You Make an S Corporation Election? Everything You Need To Know

Should You Make an S Corporation Election? Everything You Need To Know

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Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Going Deeper with Clients: Building Trust, Integrating Financial Coaching, and Raising Awareness of Implicit Biases

Advice

Launching Your Own RIA: Advice from Advisors Who Took the Leap

Launching Your Own RIA: Advice from Advisors Who Took the Leap

Advice

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

What’s In It For Me? How Diversity in Financial Planning Benefits Us All

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