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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
Investment Management
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Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
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Pricing
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Get in touch →
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XYPN Blog
/ Client Engagement (3)
Financial Advisors
Follow the NFL’s Lead and Give Your Clients an "Offensive" Experience
Advisor Blog
The 5 Stages of the Client Journey
Coaching
Saying "No" to Clients: What Would Arlene Say?
Sales
The Key to Successful Client Events - What Would Arlene Say?
Coaching
Is It Time to Fire a Client? - What Would Arlene Say?
Financial Advisors
What Is The Key To Cross-Generational Communication? - What Would Arlene Say?
Financial Advisors
Why a Return on Life (ROL) Matters More than ROI
Coaching
Listening To Your Message From A Client’s Perspective - What Would Arlene Say?
Coaching
Prospective Clients and that Initial Client Meeting: What Would Arlene Say?
Marketing
How to Write Blog Posts for Your Clients they will Actually Like & Read
Marketing
The Importance of Having a Story
Marketing
A Financial Advisor's Guide to Creating Visual Content
Advisor Blog
The Butterfly Effect: Getting A Client 4 Years Later
