Advisor Blog

Featured Blogs

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

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

  • The 7 Tech Tools You Need to Launch a Fee-only Firm

    The 7 Tech Tools You Need to Launch a Fee-only Firm

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

  • When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

Whitney Mitchell

As XYPN’s Email Marketing Specialist, Whitney Mitchell is responsible for communicating some of XYPN's most important messages. With a background in member organizations, she has developed a passion for using key metrics to communicate the right message to the right audience at the right time. No click bait here! Whitney knows it takes more than a compelling subject line to engage the XYPN audience and always strives to deliver valuable content directly to people's inboxes.

Recent Posts

Why Are My Firm’s Marketing Emails Being Flagged as Spam?

Why Are My Firm’s Marketing Emails Being Flagged as Spam?

6 MIN READ 

In every inbox sits a...

September 09, 2019/by Whitney Mitchell
Email 101 for Firm Owners: How to Write an Email People Will Actually Read
6 Hacks to Refresh Your Firm's Email Marketing Strategy

6 Hacks to Refresh Your Firm's Email Marketing Strategy

11 MIN READ 

Email marketing can be an...

January 28, 2019/by Whitney Mitchell

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call