Find an Advisor → Login
Get in touch →

Growing an RIA

Want to add clients, employees, or capabilities to your firm? Leverage these resources to grow your RIA and reach your goals.

Get the latest insights and advice ↘
XYPN_Grid_Green-2 Compass
Interactive Quiz & Guide

RIA-lity Check: Assess, Adjust & Achieve

Move from proficient to expert in any area you’d like to see growth or increased profitability with this quiz and guide which will help you grow in the right direction at the right time. 

Take the quiz →

Case Study

How Cathy Curtis Grew a Highly Profitable & High-Touch Solo Practice

Cathy faced the challenge of growing her independent RIA while maintaining high-touch service, navigating client acquisition, structuring fees, and balancing her passion for investing with efficient practice management.

Read more →
XYPN_Grid_Blue-9 CathyCurtis_800x800

Systems to Grow & Scale Your Business

Before any firm can grow, it is essential to refine processes to create consistency, scalability, and a better client experience. Streamlining efficiencies and removing friction from the client experience is the cornerstone of building and growing a sustainable and thriving practice. 

7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm
7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm

7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm

Read More →
Feb 28, 2025
We Recommend
The Basics of Continuity Planning

The Basics of Continuity Planning

Jan 18, 2018
The What, How and Why of Outsourcing

The What, How and Why of Outsourcing

Sep 14, 2017
Scheduling Your Business: How to Get Organized, Stay on Track, and Hit Goals

Scheduling Your Business: How to Get Organized, Stay on Track, and Hit Goals

Aug 24, 2017
Dive deeper →

Client Acquisition

Leverage these marketing and sales tactics and tools to grow your client base.

Coaching for Better Time Management: Prioritizing Organic Growth in Your Daily Routine

Coaching for Better Time Management: Prioritizing Organic Growth in Your Daily Routine

Apr 7, 2025
Boost Your Financial Advisory Practice: SEO Strategies and CRM Optimization for Sales Success

Boost Your Financial Advisory Practice: SEO Strategies and CRM Optimization for Sales Success

Mar 31, 2025
Navigating the AI Revolution: What Financial Advisors Need to Know

Navigating the AI Revolution: What Financial Advisors Need to Know

Mar 24, 2025
Laying the Foundation for Your Brand

Laying the Foundation for Your Brand

Mar 10, 2025
The Power of Social Media in Financial Advisor Marketing

The Power of Social Media in Financial Advisor Marketing

Feb 28, 2025
7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm

7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm

Feb 28, 2025
PP: XYPN | Marketing Pillar Page | Ready, Set, Grow!: An RIA Marketing Guide
Article

Ready, Set, Grow!: An RIA Marketing Guide

Aug 8, 2024
Dive deeper →

Client Engagement & Onboarding

Convert leads to clients and show ongoing value throughout your relationship with these tried and true tactics. 

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital
Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital
Webinar

Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital

Discover how to streamline client onboarding for better engagement with fpPathfinder, RightCapital, and Wealthbox.

Watch Now →
Dealing with Unhappy Clients: What Would Arlene Say?

Dealing with Unhappy Clients: What Would Arlene Say?

Jan 3, 2019
Financial Planners, Teach Your Children Well: What Would Arlene Say?

Financial Planners, Teach Your Children Well: What Would Arlene Say?

Dec 20, 2018
Saying "No" to Clients: What Would Arlene Say?

Saying "No" to Clients: What Would Arlene Say?

Aug 2, 2018
The Key to Successful Client Events

The Key to Successful Client Events

Dec 7, 2017
Is It Time to Fire a Client?

Is It Time to Fire a Client?

Nov 9, 2017
What Is The Key To Cross-Generational Communication?

What Is The Key To Cross-Generational Communication?

Oct 12, 2017

Practice Management

Streamline your practice and compliance management processes to grow without the growing pains

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?
Your Guide to Social Media Compliance and the New SEC Marketing Rules

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

Read More →
How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?
How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

Read More →
How to Create an Internship Program for Your Firm: What Would Arlene Say?
Everything You Need to Know About Preparing for State Registration

How to Create an Internship Program for Your Firm: What Would Arlene Say?

Read More →
Why You Need an Advisory Board for Your Financial Planning Firm: What Would Arlene Say?
Why You Need an Advisory Board for Your Financial Planning Firm: What Would Arlene Say?

Why You Need an Advisory Board for Your Financial Planning Firm: What Would Arlene Say?

Read More →

Employee Engagement

Human capital is your biggest investment. Protect it by engaging them in ways that truly matter. 

The Impact of Ownership Mentality on Employee Accountability & Company Growth

The Impact of Ownership Mentality on Employee Accountability & Company Growth

Feb 26, 2025
7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow

7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow

Jun 10, 2024
Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

Oct 14, 2019
How to Create an Internship Program for Your Firm: What Would Arlene Say?

How to Create an Internship Program for Your Firm: What Would Arlene Say?

Jun 6, 2019
Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)
Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)
XYPN LIVE

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

Watch exclusive content from XYPN LIVE to learn how ROI of employee experience attracts and retains talent, improves client satisfaction and drives profit.

Read More →
XYPN_Grid_Blue-6 MBD_cover-mock-simple

Ready to increase your ROI?

Find all ways you can increase your Return On Independence with XYPN Membership

Get the guide →

Member Stories: Growth in Action

 
Leading a Growing Advisory Firm
Leading a Growing Advisory Firm

Leading a Growing Advisory Firm

Sep 18, 2024
Building a Purpose-Driven Practice in Three Months
Building a Purpose-Driven Practice in Three Months

Building a Purpose-Driven Practice in Three Months

Jan 22, 2025
Work-Life Integration, Fulfillment, and Building Your Dream Firm
Work-Life Integration, Fulfillment, and Building Your Dream Firm

Work-Life Integration, Fulfillment, and Building Your Dream Firm

Dec 11, 2024
Redefining Success In Your Financial Planning Firm
Redefining Success In Your Financial Planning Firm

Redefining Success In Your Financial Planning Firm

Oct 30, 2024

Ready to manage like a boss?

Book a Call →