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Resources
Blog
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Free Guide: Starting an RIA
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XYPN LIVE
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Get in touch →
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XYPN Blog
/ Advice (4)
Advice
8 Tips to Skyrocket Your Sales Through the Power of Video
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A Winning Website: How to Convert your Firm's Website Visitors to Leads
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What You Need to Know When Selling Your House from a Tax Perspective
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8 Questions to Help You Choose Your Niche as a Fee-Only Advisor:
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Your Guide to Tax Preparation and Tax Planning as an Advisor
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Create Connection and Close the Sale with These 3 Sales Process Truths
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4 Tips for Getting Clients Engaged in the Financial Planning Process
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Master Your To-Dos with a (Free) Project Management Tool
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Harness The Power of the 80% Rule to Close More Business as an Advisor
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19 Essential Sales Presentation Tips That Will Set You Apart as an Advisor
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Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor
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“Sales” is Not a Dirty Word: Embrace Your Authenticity Using the 4-4-4 Roadmap
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Everything Independent Financial Advisors Need to Know to File Their Taxes
Advice
Networking in a Virtual World — Advice for Advisors
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