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Isabel Leong

As a Lead Member Experience Specialist at XYPN, Isabel connects members to the most valuable resources and benefits relevant to them and their business. She specializes in working with members in the Scaling phase, which gives her unique insight into what kind of growth and pain points that experienced advisors go through. Isabel believes that being a lifelong learner lays a strong foundation for successful entrepreneurship.

Recent Posts

How to Form a Partnership as a Financial Advisor

How to Form a Partnership as a Financial Advisor

9.5 MIN READ 

Many independent firm...

July 16, 2020/by Isabel Leong
Embracing the Abundance Mentality When Building An Advisory Firm

Embracing the Abundance Mentality When Building An Advisory Firm

7 MIN READ 

Do you long to get out...

March 12, 2020/by Isabel Leong

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