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Kate Ross

Kate Ross has spent the last ten years of her career developing educational materials for financial professionals and brings a passion for instructional design and curriculum development to the XYPN team. In her free time, Kate can be found front row at a concert, camping in the woods, floating a river, or hiking in the mountains near her home in Montana.

Recent Posts

How to Hire a Marketing Writer

How to Hire a Marketing Writer

11.5 MIN READ

Most advisors know...

September 24, 2018/by Kate Ross
Analyzing Personality Types in Your Firm

Analyzing Personality Types in Your Firm

10.5 MIN READ

Personality testing...

August 13, 2018/by Kate Ross
How to Use Educational Principles to Develop Staff

How to Use Educational Principles to Develop Staff

7 MIN READ

If you’re looking to grow...

June 04, 2018/by Kate Ross
Creating a Culture of Accountability in Your Financial Planning Firm

Creating a Culture of Accountability in Your Financial Planning Firm

*Estimated Read Time: 6 Minutes

As a...

February 12, 2018/by Kate Ross

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