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  • A Year in the Life of an Independent Financial Advisor
  • Top 10 Misconceptions about XYPN
  • Creating a Business Plan
  • Finding Success in Year One of Your RIA
  • Choosing the Right Fee Structure

Kelly Moorman

As XYPN’s Content Manager, Kelly Moorman is tasked with communicating the Network's value proposition to the world. For years, Kelly has helped organizations tell their stories in ways that inspire others to listen, and to care. Her penchant for a well-crafted sentence, good grammar, and clever wordplay has earned her the moniker “Word Whiz” around the XYPN office. She’s thrilled to share XYPN’s story with you and the rest of the world.

Recent Posts

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Market their Firms

XYPN Roundup: The Best Posts for Financial Advisors Who Want to Market their Firms

8 MIN READ

Many financial advisors...

July 11, 2019/by Kelly Moorman
8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make

8 Totally Avoidable Marketing Mistakes Independent Financial Advisors Make

6.5 MIN READ 

How do you get better...

June 24, 2019/by Kelly Moorman
Meet Our 2019 FinTech Finalists!

Meet Our 2019 FinTech Finalists!

 
5.5 MIN READ
 
Drumroll,...
June 10, 2019/by Kelly Moorman
The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors

The Five Habits of Highly Successful Marketers: A Guide for Independent Financial Advisors

7 MIN READ 

Why are some people...

May 30, 2019/by Kelly Moorman
Mastering

Mastering "The Unstoppable Formula" with Dr. Sean Stephenson

3 MIN READ 

“Life happens for us,...

May 06, 2019/by Kelly Moorman
Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer

Understanding Your Story to Help Your Clients Write Theirs with Tim Maurer

4 MIN READ

Personal finance is more...

March 04, 2019/by Kelly Moorman
How Financial Advisors Can Give Better Advice with Dr. Moira Somers

How Financial Advisors Can Give Better Advice with Dr. Moira Somers

5 MIN READ

Dr. Moira Somers can, by...

February 04, 2019/by Kelly Moorman
Our Top Blogs of 2018 for Independent Financial Advisors

Our Top Blogs of 2018 for Independent Financial Advisors

8 MIN READ

Over the past year at XY...

December 31, 2018/by Kelly Moorman
A Year in the Life of an Independent Financial Advisor

A Year in the Life of an Independent Financial Advisor

10 MIN READ 

“We don’t learn from...

December 24, 2018/by Kelly Moorman
Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

3 MIN READ

Ladies and gents, there’s...

October 11, 2018/by Kelly Moorman
The 7 Biggest Announcements from #XYPNLIVE 2018
Six Surprises in Store for You at XYPN LIVE 2018
Debunking the Entrepreneur Myth with Michael Gerber

Debunking the Entrepreneur Myth with Michael Gerber

7 MIN READ 

Would you be shocked to...

July 26, 2018/by Kelly Moorman
Meet Our 2018 FinTech Finalists!

Meet Our 2018 FinTech Finalists!

 
Drumroll, please....
 
...
July 18, 2018/by Kelly Moorman
Taking a Stand Against Sexual Harassment: How XYPN is Changing Industry Culture

Taking a Stand Against Sexual Harassment: How XYPN is Changing Industry Culture

4.5 MIN READ 

In late 2017, the...

June 25, 2018/by Kelly Moorman
Can Money Buy Happiness? Maybe, Says Elizabeth Dunn

Can Money Buy Happiness? Maybe, Says Elizabeth Dunn

4.5 MIN READ 

Although the term was...

May 28, 2018/by Kelly Moorman
Lead Life by Design: Advice from Audra Bohannon

Lead Life by Design: Advice from Audra Bohannon

3 MIN READ 

What does it take to...

March 19, 2018/by Kelly Moorman

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