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Sara Williams

Sara is a Member Experience Specialist (MES) on XYPN's Member Services team. As a Member Experience Specialist (MES) on XYPN's Member Services team, Sara works primarily with members in the Building phase. However, she enjoys speaking to all members and helping them leverage the most valuable benefits that make sense for them and their business. Sara's main objective is to listen, provide guidance/support, and ultimately be an advocate on behalf of members in the Network.

Recent Posts

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one of...

July 26, 2021/by Sara Williams
The Importance of Vulnerability as an Independent Financial Advisor

The Importance of Vulnerability as an Independent Financial Advisor

4 MIN READ

One of XY Planning Network’s...

October 15, 2020/by Sara Williams
#XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

#XYPNRadio Highlights: Continuing Conversations about Diversity, Equity, and Inclusion in the Financial Services Industry

5 MIN READ 

A few short months ago,...

August 10, 2020/by Sara Williams
Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

Deconstructing XY Planning Network: The Niche, the Bad Fits, And the XYPN Movement

6 MIN READ 

It’s no secret that...

May 07, 2020/by Sara Williams

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