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Stephen Alred Jr

Stephen first joined XYPN as a member. After working with the team on smaller projects, he was hooked. He now serves as an Executive Coach. He’s worked with multiple companies inside and outside of the financial services industry, specifically in helping them design their marketing and technology strategies. When he’s not working, you can find Stephen in Atlanta, GA attending a startup event, reading a book at a random coffee shop, or diving into new experiences with his wife Erin.

Recent Posts

Using KPIs to Make Smart Decisions for Your Firm

Using KPIs to Make Smart Decisions for Your Firm

 

8 MIN READ 

Key performance...

April 23, 2018/by Stephen Alred Jr
Leveraging Zapier in Your Financial Planning Practice

Leveraging Zapier in Your Financial Planning Practice

There are generally three camps of...

January 22, 2018/by Stephen Alred Jr
What’s in Store for You at XYPN LIVE 2018

What’s in Store for You at XYPN LIVE 2018

 

"You guys keep getting bigger and...

November 20, 2017/by Stephen Alred Jr
Using Social Selling to Generate Leads

Using Social Selling to Generate Leads

 

October 09, 2017/by Stephen Alred Jr
Is Your Brand Messaging Consistent?

Is Your Brand Messaging Consistent?

July 31, 2017/by Stephen Alred Jr
Choosing a Niche for Your Financial Planning Firm

Choosing a Niche for Your Financial Planning Firm

April 10, 2017/by Stephen Alred Jr
Developing a Mini-Service as an Independent Financial Advisor

Developing a Mini-Service as an Independent Financial Advisor

When you are serving a niche as an...

March 21, 2017/by Stephen Alred Jr

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