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Lindsey White

After getting her start as a Network Navigator on Team XYPN, Lindsey White now manages all things email in her aptly titled role of Email Marketing Manager. She is (almost) as passionate about subject lines and open rates as she is about growing the movement; lucky for her, she gets to focus on all of these things here at XYPN, where she crafts bragworthy emails like it’s her job—because it is.

Recent Posts

Email Marketing 101 For Independent Financial Advisors

Email Marketing 101 For Independent Financial Advisors

5 MIN READ 

Unless you come from a...

April 18, 2022/by Lindsey White
Send Better Emails Using These Free (or Almost Free) Tools

Send Better Emails Using These Free (or Almost Free) Tools

5 MIN READ 

It’s no secret—we’re all...

October 04, 2021/by Lindsey White
The #1 Way To Prevent Mistakes in Your Emails as an Advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor

6 MIN READ 

August 16, 2021/by Lindsey White
Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

6 MIN READ 

How many times a day do you...

June 21, 2021/by Lindsey White
Five Email Metrics You Need to Be Tracking as a Financial Advisor

Five Email Metrics You Need to Be Tracking as a Financial Advisor

5.5 MIN READ 

You’re creating content,...

April 26, 2021/by Lindsey White
Everything Financial Advisors Need to Know About Email Marketing

Everything Financial Advisors Need to Know About Email Marketing

9.5 MIN READ 

Twitter, Facebook,...

February 22, 2021/by Lindsey White
How to Create an Email Newsletter for Your Firm

How to Create an Email Newsletter for Your Firm

7 MIN READ 

It’s the start of a new...

January 07, 2021/by Lindsey White
How to Create Your Ideal Client Avatars for Your Financial Planning Firm

How to Create Your Ideal Client Avatars for Your Financial Planning Firm

6 MIN READ 

Client avatar, marketing...

October 19, 2020/by Lindsey White
How Advisors Can Use Email Nurture Campaigns to Convert Prospects into Clients

How Advisors Can Use Email Nurture Campaigns to Convert Prospects into Clients

6 MIN READ 

It’s no secret that...

August 20, 2020/by Lindsey White
How to Communicate with Prospects During Uncertain Times

How to Communicate with Prospects During Uncertain Times

6 MIN READ 

To say that the world has...

June 01, 2020/by Lindsey White
Why You Need to Align Your Firm's Marketing and Sales Strategies

Why You Need to Align Your Firm's Marketing and Sales Strategies

6 MIN READ 

Marketing and sales—these...

March 26, 2020/by Lindsey White
How to Build a Sales Pipeline for Your Financial Planning Firm

How to Build a Sales Pipeline for Your Financial Planning Firm

5 MIN READ 

You know those words that...

February 10, 2020/by Lindsey White
How to Successfully Navigate the First Sales Call

How to Successfully Navigate the First Sales Call

5 MIN READ 

Congratulations! You...

October 07, 2019/by Lindsey White
9 Sales Habits of Highly Successful Firm Owners

9 Sales Habits of Highly Successful Firm Owners

7 MIN READ 

Sales professionals have...

July 22, 2019/by Lindsey White
14 Sales Hacks for Independent Financial Advisors

14 Sales Hacks for Independent Financial Advisors

8 MIN READ 

Sales. This word has a...

April 25, 2019/by Lindsey White
5 Simple Secrets of Effective Prospect Nurturing

5 Simple Secrets of Effective Prospect Nurturing

6.5 MIN READ 

The best sales are those...

January 31, 2019/by Lindsey White

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