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Lillie Delaney

Lillie is a Platform & Operations Specialist for XY Investment Solutions, a wholly-owned subsidiary of XY Planning Network that offers a turnkey asset management platform for XYPN’s 850+ advisor community specifically built to support next-generation clients still in the early stages of accumulation.

Recent Posts

How to Effectively Communicate with Your TAMP Back-Office Team

How to Effectively Communicate with Your TAMP Back-Office Team

8 MIN READ 

As many of us are all...

September 28, 2020/by Lillie Delaney
What Makes a Rational Consumer (and Why Financial Advisors Should Care)

What Makes a Rational Consumer (and Why Financial Advisors Should Care)

7 MIN READ 

As a financial advisor,...

May 18, 2020/by Lillie Delaney

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