XYPN Blog | Process

Recent Posts

Advisor Blog

Top 5 RIA Processes to Review in Preparation for the New Year

Top 5 RIA Processes to Review in Preparation for the New Year

Technology

How to Effectively Communicate with Your TAMP Back-Office Team

Financial Advisors

XYPN's Financial Planning Process

XYPN's Financial Planning Process

More Posts

Advisor Blog

Developing an Annual Review Process for Your Firm

Developing an Annual Review Process for Your Firm

Advisor Blog

RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

Advisor Blog

Process Development and Documentation for Your Firm

Process Development and Documentation for Your Firm

Compliance

How to Create Customized Workflows for Compliance Tasks: A 3-Step Process

How to Create Customized Workflows for Compliance Tasks: A 3-Step Process

Advisor Blog

Using KPIs to Make Smart Decisions for Your Firm

Using KPIs to Make Smart Decisions for Your Firm

Technology

Leveraging Zapier in Your Financial Planning Practice

Leveraging Zapier in Your Financial Planning Practice

Coaching

The Basics of Continuity Planning - What Would Arlene Say?

The Basics of Continuity Planning - What Would Arlene Say?

Coaching

The What, How and Why of Outsourcing - What Would Arlene Say?

The What, How and Why of Outsourcing - What Would Arlene Say?

Coaching

Scheduling Your Business: How to Get Organized, Stay on Track, and Hit Goals - What Would Arlene Say?

Scheduling Your Business: How to Get Organized, Stay on Track, and Hit Goals - What Would Arlene Say?

Financial Advisors

Do You Have a Financial Planning Philosophy?

Do You Have a Financial Planning Philosophy?

Advisor Blog

Kitces Roundup: Building Better Systems and Processes for Your Firm

Kitces Roundup: Building Better Systems and Processes for Your Firm