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    The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

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    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

Emily Purdon

After working as a financial planner at a large fee-only RIA in Northern Virginia, Emily joined XYPN’s Advisor Success team. As a CFP® professional and Enrolled Agent, Emily shares her financial planning knowledge and experience with members as they start, run and grow their businesses. She received her M.S. in Advanced Personal Financial Planning and a Financial Therapy Graduate Certificate from Kansas State University. Emily also completed Wharton’s Executive Education Program in Client Psychology and graduated from the FPA Residency Program. Additionally, she serves as a Graduate Teaching Assistant for KSU’s financial planning program. She recently completed terms on the Financial Planning Association National Capital Area Board as the NexGen Director, and Virginia Tech’s Recent Alumni Board as the Outreach Chair.

Recent Posts

Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More

Outsourcing Tax Services as a Financial Advisor: Working Less to Achieve More

9.5 MIN READ

As a business owner, it’s...

August 27, 2020/by Emily Purdon
XYPN's Financial Planning Process

XYPN's Financial Planning Process

12 MIN READ

Why should you adopt XYPN's...

February 17, 2020/by Emily Purdon
Refining Your Client Service Model
RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

8 MIN READ

Why: Facing Capacity...

November 04, 2019/by Emily Purdon

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