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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

Malcolm Thomas

As XYPN's Director of Advisor Success, Malcolm is tasked with doing just that—helping advisors succeed. After graduating from Gettysburg College with a B.A in Management, Malcolm jumped straight into the financial services industry and never looked back. With a drive to help shape the future of financial planning and a passion for bringing financial advice to the next generation of clients, he has a lot in common with the advisors in the Network.

Recent Posts

How to Create a Continuity Plan for Your Financial Planning Firm

How to Create a Continuity Plan for Your Financial Planning Firm

6 MIN READ 

As the majority of the...

January 24, 2019/by Malcolm Thomas
An Inside Look at How We're Designing #XYPNLIVE 2019

An Inside Look at How We're Designing #XYPNLIVE 2019

5.5 MIN READ 

Over the past 10...

January 07, 2019/by Malcolm Thomas
When and How to Build Your Financial Advisory Team

When and How to Build Your Financial Advisory Team

8 MIN READ 

Most of today’s...

December 03, 2018/by Malcolm Thomas
How XYPN Helps Advisors Succeed

How XYPN Helps Advisors Succeed

6 MIN READ 

On June 21, 2018,...

September 17, 2018/by Malcolm Thomas

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