Advisor Blog

Featured Blogs

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

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

  • The 7 Tech Tools You Need to Launch a Fee-only Firm

    The 7 Tech Tools You Need to Launch a Fee-only Firm

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

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

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

Kori Lennon

Kori Lennon is XYPN's Managing Director of Business Solutions. She loves working alongside her dynamic team to support XYPN members with the solutions they need as they make the entrepreneurial leap. Kori thinks working with good people who care about what they do and want to make life better for others is pretty awesome—and she's not wrong! Her favorite things to do in her free time are cooking and eating, making her a gardener and traveler who plans trips around the food. Kori also loves hiking and spending time with her Cocker Spaniel/King Charles Cavalier mutt, affectionately called Toad.

Recent Posts

Wealth and Well-being with Sarah Newcomb, Ph.D. at #XYPNLIVE 2022

Wealth and Well-being with Sarah Newcomb, Ph.D. at #XYPNLIVE 2022

2 MIN READ

September 08, 2022/by Kori Lennon
5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm

5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm

5 MIN READ 

Two years into the...

June 06, 2022/by Kori Lennon

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call