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Malcolm Thomas

Headshot of 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

Buying or Selling a Financial Planning Firm? Here's What You Need to Know

Buying or Selling a Financial Planning Firm? Here's What You Need to Know

5.5 MIN READ 

The topic of succession...

June 25, 2020/by Malcolm Thomas
Business Considerations For Firm Owners During Tough Times

Business Considerations For Firm Owners During Tough Times

6 MIN READ 

The past few weeks have...

March 30, 2020/by Malcolm Thomas
Firm Ownership: An In-Depth Look at the Journey from Start to Finish

Firm Ownership: An In-Depth Look at the Journey from Start to Finish

8 MIN READ 

So you've decided it's time...

January 16, 2020/by Malcolm Thomas
A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

A Deep Dive Into Fees: Insights From XYPN's Annual Benchmarking Survey

6 MIN READ 

For the past three years,...

November 18, 2019/by Malcolm Thomas
5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

6 MIN READ 

XYPN completed and released...

September 19, 2019/by Malcolm Thomas
How to Determine Your Services and Fees When Launching Your RIA

How to Determine Your Services and Fees When Launching Your RIA

7.5 MIN READ 

At XYPN, we help...

July 18, 2019/by Malcolm Thomas
How to Think Strategically About Your Business — Inspiration from XYPN PAUSE

How to Think Strategically About Your Business — Inspiration from XYPN PAUSE

7 MIN READ 

We recently wrapped up a...

May 16, 2019/by Malcolm Thomas
How to Activate and Accelerate Your Financial Planning Firm's Growth

How to Activate and Accelerate Your Financial Planning Firm's Growth

8 MIN READ 

At XYPN, we have been...

March 28, 2019/by Malcolm Thomas
The Benefits, Challenges, and Costs of Growing Your Firm

The Benefits, Challenges, and Costs of Growing Your Firm

7.5 MIN READ 

Financial planning firms...

February 21, 2019/by Malcolm Thomas
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 years,...

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 successful...

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

How XYPN Helps Advisors Succeed

6 MIN READ 

On June 21, 2018, Advisor...

September 17, 2018/by Malcolm Thomas

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