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

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Maddy Roche

Headshot of Maddy Roche
Maddy Roche is the VP of Getting Sh!t Done, and has been making moves and getting sh!t done since she joined the team in May of 2014 when the Network was made up of our first 30 founding members. Since then, Maddy has worked with and welcomed each of the Network’s members, and helps all of them take advantage of XYPN membership. Maddy is responsible for member benefits and services, including management of vendor partnerships and member rollouts and initiatives.

Recent Posts

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

12.5 MIN READ 

For as long as XYPN has...

February 01, 2023/by Maddy Roche
The Top 10 Misconceptions About XYPN

The Top 10 Misconceptions About XYPN

8.5 MIN READ 

The XYPN movement is...

November 30, 2022/by Maddy Roche
Working From Home: How Advisors Can Transition to a Virtual Practice

Working From Home: How Advisors Can Transition to a Virtual Practice

7.5 MIN READ 

Over the course of just...

April 23, 2020/by Maddy Roche
Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

Finding Long-Term Success as an Independent Financial Advisor: How XYPN Helps Advisors Beyond Launch

10 MIN READ 

If you’re at least a...

November 21, 2019/by Maddy Roche
Preventing the Post-Conference Blues

Preventing the Post-Conference Blues

6 MIN READ 

For those of you who...

September 16, 2019/by Maddy Roche
How XY Planning Network Has Evolved with Its Growing Membership

How XY Planning Network Has Evolved with Its Growing Membership

9 MIN READ 

Over the past year and a...

July 25, 2019/by Maddy Roche
Money Well Spent in the First Year of Running Your RIA

Money Well Spent in the First Year of Running Your RIA

8 MIN READ 

March 25, 2019/by Maddy Roche
Quantifying the ROI of the XYPN Community

Quantifying the ROI of the XYPN Community

9.5 MIN READ 

“Come for the technology,...

February 11, 2019/by Maddy Roche
Invest in Yourself: How You Can Grow with Your Business

Invest in Yourself: How You Can Grow with Your Business

 

6.5 MIN READ 

As part of our new XYPN...

April 16, 2018/by Maddy Roche
Developing a 90-Day Plan for New Hires

Developing a 90-Day Plan for New Hires

Starting a new job can be...

January 29, 2018/by Maddy Roche
How to work from home and not go crazy

How to work from home and not go crazy

August 21, 2017/by Maddy Roche
The Hidden Potential of Attending XYPN LIVE

The Hidden Potential of Attending XYPN LIVE

 

One of the most unique and powerful...

June 19, 2017/by Maddy Roche
The First Steps of Writing a Personal Leadership Philosophy

The First Steps of Writing a Personal Leadership Philosophy

April 17, 2017/by Maddy Roche
Focused & Functional Content Tracks at #XYPN17

Focused & Functional Content Tracks at #XYPN17

#XYPN17 promises to be a dynamic and...

March 23, 2017/by Maddy Roche

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    Popular Posts:

    What Makes a Rational Consumer (and Why Financial Advisors Should Care)
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    Hiring: The Phone Screen, 10 Minutes to Make It or Break It
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