Your Niche and Ideal Client
Master your niche and ideal client with the FREE XYPN Academy course. Develop tailored solutions and build a successful practice. Access 100+ courses with XYPN membership. Let's connect!
Ideal Client & Persona Workbook
A marketing guide for RIA owners: Identify your ideal clients and craft their persona to attract, qualify and engage clients
RIA Marketing Funnel Template
Build an RIA marketing plan with this marketing funnel template, including a checklist of ideas and digital marketing advice for financial advisors.
How to Attract a New Generation of Clients to Your RIA
Learn real strategies for attracting and profitably serving younger clients in your financial planning firm.