Team XYPN

Marketing

XYPN Roundup: How to Market Your Financial Planning Firm

XYPN Roundup: How to Market Your Financial Planning Firm

Financial Advisors

Quoted: Member Media Roundup - May 2020

Quoted: Member Media Roundup - May 2020

Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors

XYPN Roundup: Technology Solutions for Independent Financial Advisors

Financial Advisors

XYPN Radio Roundup: From Broker-Dealer to Fee-Only

XYPN Radio Roundup: From Broker-Dealer to Fee-Only

Advisor Blog

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Navigating the New Normal: Strategies for Serving Your Prospects and Clients

Financial Advisors

Are You An Independent Financial Advisor? Then Read These Articles

Are You An Independent Financial Advisor? Then Read These Articles

Financial Advisors

Quoted: Member Media Roundup - March 2020

Quoted: Member Media Roundup - March 2020

Financial Advisors

XYPN Roundup: The 4-1-1 on Fees for Firm Owners

XYPN Roundup: The 4-1-1 on Fees for Firm Owners

Financial Advisors

The Best of XYPN Radio: Advice for Independent Financial Advisors

The Best of XYPN Radio: Advice for Independent Financial Advisors

Financial Advisors

The Best of What Would Arlene Say: Advice for Independent Financial Advisors

The Best of What Would Arlene Say: Advice for Independent Financial Advisors

Financial Advisors

XYPN Roundup: Our Most Popular XYPN Radio Episodes for Independent Financial Advisors

XYPN Roundup: Our Most Popular XYPN Radio Episodes for Independent Financial Advisors

Financial Advisors

XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms

XYPN Roundup: The Best Posts for Advisors Who Want to Grow Their Firms

Advisor Blog

XYPN Roundup: Your First Year as a Firm Owner

XYPN Roundup: Your First Year as a Firm Owner