XYPN Blog | XYPN Invest (2)

Advice

What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact

What a Bud Light Commercial Can Teach Advisors About Features, Benefits, and Impact

Advice

How to Create Personalized Investment Strategies Using Model Sleeves

How to Create Personalized Investment Strategies Using Model Sleeves

Advice

Follow the NFL’s Lead and Give Your Clients an "Offensive" Experience

Follow the NFL’s Lead and Give Your Clients an

Advice

The Value of YOU: How to Calculate the Value of Your Time as an Advisor

The Value of YOU: How to Calculate the Value of Your Time as an Advisor

Advice

Capital Market Assumptions - A Primer

Capital Market Assumptions - A Primer

Advice

Investment Management in a Consumer-Centric World

Investment Management in a Consumer-Centric World

Advice

ESG Investing

ESG Investing

Advice

What Do Financial Planners and Personal Trainers Have in Common?

What Do Financial Planners and Personal Trainers Have in Common?

Advice

The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

The Sequence of Return Risk and the Bull Market: A Must-Have Conversation

Assets Under Management (AUM)

Questions to Ask Before Integrating Investment Management into Your Planning Firm

Questions to Ask Before Integrating Investment Management into Your Planning Firm

Investment Planner

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

Bitcoin: 6 Steps to Having “The Next Big Thing” Conversation with Clients

Advisors

AUM in a Fee-Only World

AUM in a Fee-Only World